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CFP

Marvin Thomson

Integrity Alliance, LLC
29 Years of Experience
Burlington, IA
1 DisclosureBrokerSells Insurance
View SEC Summary
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Marvin Thomson is a CFP-designated registered investment advisor at Integrity Alliance, LLC, based in Burlington, IA, with 29 years of industry experience. Marvin 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

2723 Mt Pleasant Street STE B, Burlington, IA, 52601

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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.
Employment Separation After Allegations
February 2020
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Marvin is a member/manager of Thomson Farms LLC, a family farm, and the President/CEO of Great River Investment Services LLC, where he conducts insurance sales and works as an investment advisor/financial planner. He also serves as a board member for the Salvation Army and Burlington Notre Dame Foundation, dedicating minimal time to each.

Employment History
Current Registrations
Integrity Alliance, LLC
February 2021 - Present · 5 yrs 8 mos
Integrity Alliance, LLC.Broker
February 2021 - Present · 5 yrs 8 mos
Previous Registrations
LPL Financial LLCBroker
February 2018 - March 2020 · 2 yrs 1 mo
LPL Financial LLC
February 2018 - March 2020 · 2 yrs 1 mo
Invest Financial Corporation
December 2004 - February 2018 · 13 yrs 2 mos
Invest Financial CorporationBroker
August 2004 - February 2018 · 13 yrs 6 mos
Financial Network Investment CorporationBroker
November 2003 - September 2004 · 10 mos
Princor Financial Services CorporationBroker
January 2002 - November 2003 · 1 yr 10 mos
Horace Mann Investors INCBroker
November 1995 - December 2001 · 6 yrs 1 mo
State Registrations8 states
FLIAILKSMNMOORWA
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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