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Virginia Stegeman

Integrity Alliance, LLC
24 Years of Experience
Glen Carbon, IL
BrokerSells Insurance
View SEC Summary
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Virginia Stegeman is a CFP-designated registered investment advisor at Integrity Alliance, LLC, based in Glen Carbon, IL, with 24 years of industry experience. Virginia 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
—
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Location

Glen Carbon, IL

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Virginia teaches insurance continuing education courses, dedicating about 10-20% of her time. She also sells and services fixed insurance products, which takes nearly full-time hours. Additionally, Virginia owns Viriginia Stegeman Insurance and Financial Services LLC, a DBA for securities and financial planning, spending about half her time on this.

Employment History
Current Registrations
Integrity Alliance, LLC
March 2023 - Present · 3 yrs 7 mos
Integrity Alliance, LLC.Broker
March 2023 - Present · 3 yrs 7 mos
Previous Registrations
Country Trust Bank
February 2002 - July 2007 · 5 yrs 5 mos
Country Capital Management CompanyBroker
February 2002 - March 2023 · 21 yrs 1 mo
State Registrations7 states
COFLILMOORWAWI
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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