Integrity Advisory, LLC

Integrity Advisory, LLC (CRD# 133413) is a financial advisory firm headquartered in Overland Park, KS. They manage $196,068,311 in 834 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
12721 Metcalf Ave Suite 202, Overland Park, KS 66213
https://www.facebook.com/integrityadvisoryllc/
By the Numbers
  • Total Assets Under Management
    196
    MILLION
  • Total Number of Accounts
    834
    ACCOUNTS
  • Average Account Value
    $235,094
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

KS, MO, NE, TX

Financial Advisors at Integrity Advisory, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Matthew Ahrens, financial advisor Overland Park KS
Matthew P. Ahrens
CRD#: 5308493
Overland Park, KS 66213

Matthew Ahrens (CRD# 5308493) is an Investment Advisor Representative working at Integrity Advisory, LLC in Overland Park, KS and has over 10 years of experience in the finance industry.

2
Anthony Moeller, financial advisor Overland Park KS
Anthony R. Moeller
CRD#: 1759361
12721 Metcalf Ave Suite 202, Overland Park, KS 66213

Anthony Moeller (CRD# 1759361) is an Investment Advisor Representative working at Integrity Advisory, LLC in Overland Park, KS and has over 33 years of experience in the finance industry.

3
Scott Schaeffer, financial advisor Overland Park KS
Scott T. Schaeffer
CRD#: 7177592
12721 Metcalf Ave Suite 202, Overland Park, KS 66213

Scott Schaeffer (CRD# 7177592) is an Investment Advisor Representative working at Integrity Advisory, LLC in Overland Park, KS and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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