Loren Wengerd is a registered investment advisor at Integrity Financial Corporation, based in Jackson, WY, with 3 years of industry experience. Loren operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, High Net Worth, and 3 more. Their firm serves 1,825 clients with $680M 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 | 1.50% |
| $1.0M - $25.0M | 1.00% |
| $25M+ | 0.75% |
Fees are negotiable.
Fee Estimator
Location
680 S. Cache St., Jackson, WY, 83001
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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
Loren owns Halo Audio, LLC since 2013, which is not investment related. Loren spends about 10-20% of their time during securities trading hours and about a quarter of their time overall managing operations, client relations, and projects.
Employment History
Current Registrations
Integrity Financial Corporation
State Registrations1 state
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.