Aaron Peterson
Aaron Peterson is a registered investment advisor at Integrity Alliance, LLC, based in Johnston, IA, with 28 years of industry experience. Aaron 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
5530 West Parkway, Johnston, IA, 50131
Get directionsHistory
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 ActivitiesSells Insurance
Aaron operates under the DBA Lone Wolf Financial, LLC for securities, advisory, and insurance product sales. He also works as an independent insurance agent selling fixed and traditional insurance, dedicating a few hours per week to this activity.
Employment History
Current Registrations
Integrity Alliance, LLC.Broker
Integrity Alliance, LLC
Previous Registrations
Vsr Financial Services, INC.Broker
Vsr Advisory Services
Voya Financial Advisors, INC.Broker
Voya Financial Advisors, INC.
Locust Street Securities, INC.
Locust Street Securities, INC.Broker
Princor Financial Services Corporation
Princor Financial Services CorporationBroker
H&r Block Financial Advisors, INC.Broker
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.
Exams
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