Dan Christian Roehm

CFP

Integrity Alliance, LLC

10 Years of Experience

1 DisclosureBrokerSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement Planning

Integrity Alliance, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

425 advisors

Number of Clients

14,148 clients

Average Client Portfolio

$170K average

Assets Under Management

$2.4B

Fee Structure

Minimum Investment:None

Location

Fort Lauderdale, FL

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History

Regulatory History (1)

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Criminal

October 1980

Final Disposition

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Dan hosts online author events, consults on LinkedIn business development, and enters joint work agreements to sell fixed life insurance. He also owns Tight Five LLC (life insurance consulting and agency), consults for Roach AG (agriculture marketing newsletter), works for Csenge Advisory Group (investment advisory and financial planning), and referees rugby games.

Employment History

Current Registrations

Integrity Alliance, LLC.Broker

November 2025 - Present · 3 mos

Csenge Advisory Group, LLC

November 2021 - Present · 4 yrs 3 mos

Previous Registrations

Lion Street Financial, LLCBroker

November 2021 - November 2025 · 4 yrs

Benchmark Financial Wealth Advisors LLC

October 2017 - July 2018 · 9 mos

Freedom Wealth Advisors, LLC

June 2014 - February 2016 · 1 yr 8 mos

NFP Securities, INC.

March 2011 - November 2012 · 1 yr 8 mos

NFP Securities, INC.Broker

March 2011 - November 2012 · 1 yr 8 mos

Valmark Advisers, INC.

November 2008 - February 2011 · 2 yrs 3 mos

Valmark Securities, INC.Broker

August 2008 - February 2011 · 2 yrs 6 mos

State Registrations3 states

FLGAMO

AdvisorBrokerBoth

Exams

No exam information available for this advisor.