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Aaron Gremler

Integrity Alliance, LLC
4 Years of Experience
West Des Moines, IA
BrokerSells Insurance
View SEC Summary
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Aaron Gremler is a registered investment advisor at Integrity Alliance, LLC, based in West Des Moines, IA, with 4 years of industry experience. Aaron 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

West Des Moines, IA

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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

Aaron is a partner in VJ Railroad, a real estate office, and president of Gremler Wealth Management, a tax, estate, and financial planning business, dedicating full-time hours to the latter. He also works as an insurance agent selling fixed insurance products, and is a board member at Finworld, Inc., a cyber security solutions company.

Employment History
Current Registrations
Integrity Alliance, LLC
April 2022 - Present · 4 yrs 6 mos
Integrity Alliance, LLC.Broker
February 2022 - Present · 4 yrs 8 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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