Brian Aukes is a registered investment advisor at Integrity Advisory Solutions, based in Urbandale, IA, with 30 years of industry experience. Brian is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 2,428 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.35% |
The maximum combined fee consists of up to a 0.35% program fee and up to a 2.00% investment advisory fee. Individual rates are negotiable.
Fee Estimator
Location
4135 NW Urbandale Dr., Urbandale, IA, 50322
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Brian is the owner/pilot of HalfFastAdventures, LLC, providing aircraft services such as plane rides, restoration, flight instruction, and hangar rent since 2008. He spends a few hours per week on this activity.
Employment History
Current Registrations
Integrity Advisory Solutions
Integrity Alliance, LLC
Integrity Alliance, LLC.Broker
Previous Registrations
Ing Financial Partners, INC.Broker
Ing Financial Partners, INC
Piper Jaffray & CO.
Piper Jaffray & CO.Broker
H&r Block Financial Advisors, INC.Broker
State Registrations51 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.
Exams
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- David Warrick, CFPIntegrity Alliance, LLC