Donald Pete Peterson

Integrity Alliance, LLC

24 Years of Experience

3 DisclosuresBrokerSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement Planning

Integrity Alliance, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

425 advisors

Number of Clients

14,148 clients

Average Client Portfolio

$170K average

Assets Under Management

$2.4B

Fee Structure

Minimum Investment:None

Location

14221 Dallas Parkway, Suite 100, Dallas, TX, 75254

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History

Regulatory History (3)

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.

Financial

November 2017

Final

Customer Dispute

November 2008

Denied

Customer Dispute

September 2007

Settled

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Donald owns Balefire LLC RIA, which he uses for corporate 401(k) plan advisory and private wealth advisory services, dedicating nearly full-time hours to it. He is also an agent for Lion Street, selling fixed/traditional insurance products a few hours per week, and owns Balefire LLC Insurance Services, providing fixed insurance and non-securities insurance planning for private wealth clients, taking about a quarter of his time.