TrueAdvisor
TrueAdvisor
BS
CFP
BS
CFP

Brian Smith

Integrity Alliance, LLC
26 Years of Experience
Bettendorf, IA
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary

Brian Smith is a CFP-designated registered investment advisor at Integrity Alliance, LLC, based in Bettendorf, IA, with 26 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 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

2550 Middle Road, Suite 100, Bettendorf, IA, 52722

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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.
Customer Dispute
November 2008
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Brian owns Balefire Wealth, an RIA and advisory business, dedicating a significant amount of time to it. He also sells fixed and traditional insurance products through Lion Street and owns a rental property, spending minimal time on the latter.

Employment History
Current Registrations
Integrity Alliance, LLC.Broker
November 2025 - Present · 11 mos
Balefire, LLC
January 2024 - Present · 2 yrs 9 mos
Previous Registrations
Lion Street Financial, LLCBroker
March 2025 - November 2025 · 8 mos
Purshe Kaplan Sterling InvestmentsBroker
June 2022 - December 2024 · 2 yrs 6 mos
Fuse Partners, LLC
July 2018 - December 2023 · 5 yrs 5 mos
Visionpoint Advisory Group
March 2015 - December 2017 · 2 yrs 9 mos
LPL Financial LLCBroker
March 2015 - June 2022 · 7 yrs 3 mos
CUNA Brokerage Services, INC.
August 2004 - March 2015 · 10 yrs 7 mos
CUNA Brokerage Services, INC.Broker
May 2002 - March 2015 · 12 yrs 10 mos
Primevest Financial Services, INC.Broker
January 2001 - May 2002 · 1 yr 4 mos
Focused Investments L.L.C.Broker
September 2000 - January 2001 · 4 mos
American United Life Insurance CompanyBroker
March 2000 - August 2000 · 5 mos
Aul Equity Sales CORP.Broker
March 2000 - August 2000 · 5 mos
State Registrations11 states
ARAZCAFLIAILNCOHSDTXWI
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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