TrueAdvisor
TrueAdvisor
CP
CP

Chad Peterson

Integrity Alliance, LLC
31 Years of Experience
Omaha, NE
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary

Chad Peterson is a registered investment advisor at Integrity Alliance, LLC, based in Omaha, NE, with 31 years of industry experience. Chad 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

15808 W Dodge Rd, Suite 200, Omaha, NE, 68118

Get directions

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.
Employment Separation After Allegations
January 2022
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Chad is involved in several business activities, including serving as Managing Executive VP/Partner at TR Financial, owner of 15808 W. Dodge Rd, LLC (real estate rental), President/Owner of CRP Wealth Management, and owner of 93 Air (plane ownership). Chad also works as an insurance agent, dedicating minimal time to selling insurance products.

Employment History
Current Registrations
Integrity Alliance, LLC.Broker
March 2022 - Present · 4 yrs 7 mos
Integrity Alliance, LLC
March 2022 - Present · 4 yrs 7 mos
Previous Registrations
LPL Financial LLCBroker
August 2020 - February 2022 · 1 yr 6 mos
LPL Financial LLC
August 2020 - February 2022 · 1 yr 6 mos
Cetera Advisors LLC
August 2006 - September 2020 · 14 yrs 1 mo
Cetera Advisors LLCBroker
August 2006 - September 2020 · 14 yrs 1 mo
Royal Alliance Associates, INC.
February 2002 - August 2006 · 4 yrs 6 mos
Royal Alliance Associates, INC.Broker
June 2001 - August 2006 · 5 yrs 2 mos
Vestax Securities CorporationBroker
January 1998 - June 2001 · 3 yrs 5 mos
Royal Alliance Associates, INC.Broker
July 1995 - February 1998 · 2 yrs 7 mos
State Registrations9 states
AZCOFLIAKSMONESDTX
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.
More Advisors
More financial advisors in Omaha, NE →All financial advisors in Nebraska →
Chad Peterson - Financial Advisor | TrueAdvisor