Michael Lisle
Michael Lisle is a ChFC-designated registered investment advisor at Integrity Alliance, LLC, based in Platteville, WI, with 28 years of industry experience. Michael 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 1.00% |
| $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
Location
185 W Pine St, Platteville, WI, 53818
Get directionsHistory
Regulatory History (2)
Customer Dispute
April 2020Customer Dispute
May 2004Other Business ActivitiesSells Insurance
Michael is the owner of Lisle Financial Group LLC, providing investment and insurance products and services, requiring full-time commitment. He also works as an insurance agent selling fixed, life, and health insurance, dedicating about a quarter of his time.
Employment History
Current Registrations
Integrity Alliance, LLC
Integrity Alliance, LLC.Broker
Previous Registrations
Mutual of Omaha Investor Services, INC.
Mutual of Omaha Investor Services, INC.
Mutual of Omaha Investor Services, INC.Broker
State Registrations16 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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