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Scott Weilage

Integrity Alliance, LLC
33 Years of Experience
Mankato, MN
1 DisclosureBrokerSells Insurance
View SEC Summary
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Scott Weilage is a registered investment advisor at Integrity Alliance, LLC, based in Mankato, MN, with 33 years of industry experience. Scott is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 8 more. Their firm serves 10,885 clients with $5.4B in assets under management.

Integrity Alliance, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
461 advisors
Number of Clients
10,885 clients
Average Client Portfolio
$497K average
Assets Under Management
$5.4B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $3.0M1.00%
$3M+0.50%

Schedule reflects base Select Program fees. Total fees can include additional advisor fees, platform fees, and third-party manager costs up to 2.80% annually. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

40 Good Counsel Dr., Mankato, MN, 56001

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Judgment / Lien
November 2022
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Scott is the President of Weilage Holdings, LLC, a property management company, and spends minimal time on it. He is also the President of Wealth Centers of America, focusing on marketing fixed insurance and annuity products, dedicating a few hours per week.

Employment History
Current Registrations
Integrity Alliance, LLC
August 2022 - Present · 4 yrs 2 mos
Integrity Alliance, LLC.Broker
August 2022 - Present · 4 yrs 2 mos
Previous Registrations
Brokers Financial
August 2022 - August 2022 · 0 mos
Park Avenue Securities LLC
June 2017 - August 2022 · 5 yrs 2 mos
Park Avenue Securities LLCBroker
November 2016 - August 2022 · 5 yrs 9 mos
Harbour Investments, INC.Broker
January 2012 - September 2016 · 4 yrs 8 mos
Woodbury Financial Services, INC.Broker
January 2000 - December 2011 · 11 yrs 11 mos
Washington Square Securities, INC.Broker
October 1993 - December 1999 · 6 yrs 2 mos
Manequity, INC.Broker
March 1993 - February 1995 · 1 yr 11 mos
State Registrations2 states
IAMN
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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