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Belma Mujdzic

Integrity Advisory Solutions
23 Years of Experience
Urbandale, IA
Broker
View SEC Summary
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Belma Mujdzic is a registered investment advisor at Integrity Advisory Solutions, based in Urbandale, IA, with 23 years of industry experience. Belma is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 2,428 clients with $1.1B in assets under management.

Integrity Advisory Solutions
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
125 advisors
Number of Clients
2,428 clients
Average Client Portfolio
$454K average
Assets Under Management
$1.1B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.35%

The maximum combined fee consists of up to a 0.35% program fee and up to a 2.00% investment advisory fee. Individual rates are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

4135 NW Urbandale Drive, Urbandale, IA, 50322

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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 Activities

Belma is the owner of Freedom Construction, a new home construction business, and is involved in sales and marketing. This activity takes a few hours per week.

Employment History
Current Registrations
Integrity Advisory Solutions
August 2025 - Present · 1 yr 2 mos
Integrity Alliance, LLC
October 2017 - Present · 9 yrs
Integrity Alliance, LLC.
October 2017 - Present · 9 yrs
Integrity Alliance, LLC.Broker
October 2017 - Present · 9 yrs
Previous Registrations
Voya Financial Advisors, INC.
November 2005 - October 2017 · 11 yrs 11 mos
Voya Financial Advisors, INC.Broker
November 2005 - October 2017 · 11 yrs 11 mos
Directed Services, INC.Broker
February 2004 - November 2005 · 1 yr 9 mos
American Express Financial Advisors, INC.
March 2003 - December 2003 · 9 mos
American Express Financial Advisors INC.Broker
March 2003 - December 2003 · 9 mos
Ids Life Insurance CompanyBroker
March 2003 - December 2003 · 9 mos
State Registrations1 state
IA
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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