Michelle Stockman is a CFP-designated registered investment advisor at Integrity Alliance, LLC, based in Urbandale, IA, with 19 years of industry experience. Michelle 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 1.00% |
| $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
Location
4135 NW Urbandale Dr, Urbandale, IA, 50322
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Michelle is an access/supervised person of Principal Global Investors, LLC, performing functions for them and their affiliates. She also owns rental property, acting as a landlord, but this activity requires minimal time and is not investment-related.
Employment History
Current Registrations
Integrity Advisory Solutions
Integrity Alliance, LLC.Broker
Integrity Alliance, LLC
Previous Registrations
Principal Securities, INC.Broker
Principal Asset Management
Principal Funds Distributor, INC.Broker
D.M. Kelly & CompanyBroker
Dmkc Advisory Services, LLC
Commerce Wealth Advisers, LLC
Dewaay Financial Network, LLCBroker
Princor Financial Services Corporation
Princor Financial Services CorporationBroker
Directed Services, INC.Broker
State Registrations51 states
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
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