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Donald Peterson

Integrity Alliance, LLC
25 Years of Experience
Dallas, TX
3 DisclosuresBrokerSells Insurance
View SEC Summary
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Donald Peterson is a registered investment advisor at Integrity Alliance, LLC, based in Dallas, TX, with 25 years of industry experience. Donald 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

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 ReportHow 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.

Employment History
Current Registrations
Integrity Alliance, LLC.
November 2025 - Present · 11 mos
Integrity Alliance, LLC.Broker
November 2025 - Present · 11 mos
Balefire, LLC
January 2024 - Present · 2 yrs 9 mos
Previous Registrations
Lion Street Financial, LLCBroker
November 2024 - November 2025 · 1 yr
Purshe Kaplan Sterling InvestmentsBroker
June 2022 - November 2024 · 2 yrs 5 mos
Fuse Partners, LLC
November 2013 - December 2023 · 10 yrs 1 mo
LPL Financial LLC
October 2013 - June 2022 · 8 yrs 8 mos
LPL Financial LLCBroker
September 2013 - June 2022 · 8 yrs 9 mos
Securian Financial Services, INC.
February 2010 - October 2013 · 3 yrs 8 mos
Securian Financial Services, INC.Broker
February 2010 - October 2013 · 3 yrs 8 mos
Princor Financial Services Corporation
June 2003 - February 2010 · 6 yrs 8 mos
Princor Financial Services CorporationBroker
June 2001 - February 2010 · 8 yrs 8 mos
State Registrations9 states
CACODEIAKSMNMOSDTX
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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