Kristi Irving is a registered investment advisor at Integrity Advisory Solutions, based in Urbandale, IA, with 18 years of industry experience. Kristi operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 2,427 clients with $510M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Integrity Advisory Solutions offers investment management through the IAS Edge Program. The total fee includes a program fee (up to 0.35% annually), an advisor fee (up to 2.00% annually), and potentially a third-party sub-advisor fee. Fees are typically charged quarterly in advance. There is no minimum account size. They also offer a Third-Party Retirement Account Program with fees detailed in the advisory agreement, billed monthly or quarterly.
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.
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Kristi owns a patented product that is not yet on the market, dedicating minimal time to it. She also works as a compliance analyst for Brokers International Financial Services, an SEC-registered RIA.
Employment History
Current Registrations
Integrity Advisory Solutions
Integrity Alliance, LLC
Integrity Alliance, LLC.Broker
Previous Registrations
Dewaay Capital Management
Commerce Wealth Advisers, LLC
Dewaay Financial Network, LLCBroker
Brokers International Financial Services, LLC
Brokers International Financial Services, LLC.Broker
State Registrations4 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.