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CFP

Timothy Hawkins

Integrity Alliance, LLC
26 Years of Experience
Ankeny, IA
2 DisclosuresBrokerSells Insurance
View SEC Summary
View SEC Summary

Timothy Hawkins is a CFP-designated registered investment advisor at Integrity Alliance, LLC, based in Ankeny, IA, with 26 years of industry experience. Timothy 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

1250 SW State Street, Suite E, Ankeny, IA, 50023

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History

Regulatory History (2)
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.
Customer Dispute
July 2013
Settled
Customer Dispute
September 2008
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Timothy is involved in several business activities, including real estate management, investment advisory services through Lexaurum Advisors LLC, and WealthCharter Retirement Planning. He also dedicates a full-time commitment to insurance sales, focusing on life, long-term care insurance, and annuities.

Employment History
Current Registrations
Integrity Alliance, LLC.Broker
October 2018 - Present · 8 yrs
Integrity Alliance, LLC.
October 2018 - Present · 8 yrs
Lexaurum Advisors
August 2016 - Present · 10 yrs 2 mos
Previous Registrations
Broker Dealer Financial Services CORP.Broker
August 2016 - October 2018 · 2 yrs 2 mos
Vsr Advisory Services
February 2003 - August 2016 · 13 yrs 6 mos
The Masters, INC.
March 2000 - February 2003 · 2 yrs 11 mos
Vsr Financial Services, INC.Broker
January 2000 - August 2016 · 16 yrs 7 mos
State Registrations8 states
AZCACOIAMNNETXWI
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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