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Michael Weyenberg

3 Years of Experience
Dallas, TX
Sells Insurance

Michael Weyenberg is a registered investment advisor at Integrity Advisory Solutions, based in Dallas, TX, with 3 years of industry experience. Michael 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
113 advisors
Number of Clients
2,427 clients
Average Client Portfolio
$211K average
Assets Under Management
$512.3M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)

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.

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Location

1445 Ross Ave Fl 55, Dallas, TX, 75202

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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

Michael is the owner and managing member of Weyenberg Group, LLC, an insurance company selling life insurance, accidental insurance, Medicare supplement insurance, and annuities since 2019. He spends about 10-20% of his time training and assisting agents with insurance sales, compliance, and company growth, with a few hours per week during trading hours.

Employment History
Current Registrations
Integrity Advisory Solutions
December 2022 - Present · 3 yrs 5 mos
State Registrations5 states
FLGANCOHTX
Advisor

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.
Michael Weyenberg - Financial Advisor | TrueAdvisor