Martin Mccann
Martin Mccann is a registered investment advisor at Integrity Alliance, LLC, based in Urbandale, IA, with 30 years of industry experience. Martin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 14,148 clients with $2.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Integrity Alliance offers investment management through various programs.
Edge Program:
- Fees include a program fee (up to 0.35% annually), an advisor fee (up to 2.00% annually), and potential third-party sub-advisor fees.
Select Program:
- Fees range from 1.00% to 2.80% annually on the first $1,000,000, 1.00% to 2.20% on the next $2,000,000, and 0.50% to 1.75% on assets over $3,000,000.
- A 0.10% trading platform fee is added to the maximum account fee for accounts with the broker-dealer arm.
Fees are assessed on all assets, including cash and money market balances. Margin accounts may incur additional fees. Fees are typically charged quarterly in advance, pro-rated for mid-quarter openings, and adjusted for significant deposits or withdrawals.
Location
4135 NW Urbandale Dr, Urbandale, IA, 50322
Get directionsHistory
Regulatory History (8)
Judgment / Lien
January 2026Regulatory
September 2003Regulatory
January 2003Customer Dispute
November 2002Customer Dispute
November 2000Customer Dispute
November 2000Customer Dispute
October 2000Employment Separation After Allegations
August 2000Other Business ActivitiesSells Insurance
Martin is an agent selling fixed insurance products, dedicating full-time hours to this activity. He also operates under the DBA Guardian Capital Advisors, offering financial services, insurance, and annuity sales, taking about a quarter of his time, and owns CenCal Equities for real estate rentals and Fresno Cars, LLC for buying/selling used cars, dedicating minimal time to each.
Employment History
Current Registrations
Integrity Alliance, LLC
Integrity Alliance, LLC.Broker
Previous Registrations
Oneamerica Securities, INC.
Oneamerica Securities, INC.Broker
Oneamerica Securities, INC.Broker
Oneamerica Securities, INC.
Oneamerica Securities, INC.Broker
American United Life Insurance CompanyBroker
Pruco Securities CorporationBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations7 states
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.