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Caleb D Sumner

Advisor at Integrity Alliance, LLC — Sedalia, MO Winchester Dr.

Updated today

Credentials

Series 66

Experience

1 year

Location

Sedalia, MO 65301

Integrity Alliance, LLC logo

Integrity Alliance, LLC

Enterprise

Total advisors

334

Across 202 offices

Clients per advisor

32 Very Low

Avg AUM per client

$454,036 Typical

HNW client ratio

10% Low

About

Caleb Sumner is a financial advisor at Integrity Alliance, LLC with one year of industry experience. He holds the Series 66 designation and has worked in insurance sales since 2009 through his ownership of Sumner Insurance Services and Sumner Insurance Solutions. He serves as President Elect on the board of the National Association of Benefits & Insurance Professionals and is a board member of Applewood Christian School in Sedalia, MO. Integrity Alliance is a large advisory enterprise serving individual and institutional clients with a range of investment advisory and brokerage services. The firm supports advisors with portfolio management, financial planning, and access to third-party managers through platforms such as Envestnet and AssetMark.

Client services

Based on Integrity Alliance, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops

Expertise

Based on Integrity Alliance, LLC

Annuities ESG / Sustainable investing

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Fee options

Fixed

Financial planning fixed fees ranging from $0 to $50,000; Retirement plan participant consulting fixed fees up to $5,000

Percentage

$0 - $1,000,000: 1.00% - 2.80% $1,000,001 - $3,000,000: 1.00% - 2.20% $3,000,001+: 0.50% - 1.75%

Project-based

Up to $500 per hour for financial planning and consulting services

Other

Minimum fee: Select Program minimum account fee starting at 1.00% annually for first $1,000,000

Location

See office

Sedalia, MO Winchester Dr.

125 Winchester Dr.

Sedalia MO 65301

Advisors at this office

2

Most active in

Missouri

Work history

1 year of industry experience

Integrity Alliance, LLC

2024 - Present • 2 years

Sedalia, MO

Brokers International Financial Services/Integrity Alliance

2024 - 2025 • 1 year

Sedalia, MO

Sumner Insurance

2009 - Present • 17 years

Sedalia, MO

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Kevin S

CFP®, Series 63, Series 65

Sedalia, MO

Schnell Financial Group, LLC

Kevin Schnell is a CFP® with 20 years of industry experience and is the principal of Schnell Financial Group, LLC in Sedalia, MO. He has been self-employed since 2005 and also manages a licensed law practice. Schnell Financial Group serves individuals, families, and business owners with legacy and wealth management services, integrating investment management with tax and legal planning. The firm combines discretionary portfolio management with in-house estate planning and advanced tax services, a distinctive approach among similarly sized supported advisory firms.

General tax planning Business exit / sale strategy Business succession planning Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Attorney Self-Employed
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Corey S

CFP®, Series 66

Sedalia, MO

Stackhouse Enterprises

Corey Stackhouse is a CFP® professional with 12 years of experience in the financial services industry. He currently operates as the sole advisor at Stackhouse Enterprises in Sedalia, MO. His prior work includes roles at Huntleigh Securities Corporation and Edward Jones. Outside of advisory work, he owns Stackhouse Tax Service, LLC, providing tax preparation and related services, and Stackhouse Insurance LLC, which offers a variety of insurance products. Stackhouse Capital LLC provides comprehensive financial planning and discretionary investment management to individuals, high-net-worth clients, and small business owners. The firm employs a passive buy-and-hold strategy tailored to client-specific investment policy statements, focusing on asset allocation and diversification through fundamental, technical, and cyclical analysis.

General retirement planning General tax planning Cash flow / budgeting Founder/Business Owner
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Kloe' S

Series 65

Sedalia, MO

Schnell Financial Group, LLC

Kloe' Schnell is a financial advisor at Schnell Financial Group, LLC in Sedalia, MO, holding a Series 65 designation with less than one year of industry experience. Prior to joining the firm, Kloe' has held various roles including positions at The Lash Lounge and Mid-Continent Public Library. Schnell Financial Group serves individuals, families, and business owners with legacy and wealth management services that integrate investment management, retirement plan administration, income tax planning, and estate planning. The firm combines investment decision-making with tax and legal considerations, offering coordinated services that include a licensed law practice and CPA practice within the firm.

General tax planning Business exit / sale strategy Business succession planning Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Attorney Self-Employed
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Keaton S

Series 65

Sedalia, MO

Schnell Financial Group, LLC

Keaton Schnell is a financial advisor at Schnell Financial Group, LLC in Sedalia, MO, holding a Series 65 designation with five years of industry experience. He has also served as a police officer with the City of Sedalia since 2016. Schnell Financial Group provides legacy and wealth management services to individuals, families, and business owners, utilizing tax-aware and legal-aware planning combined with portfolio management. The firm integrates legal, accounting, and financial expertise to offer comprehensive planning, managing approximately $67 million for around 90 clients.

General tax planning Business exit / sale strategy Business succession planning Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Attorney Self-Employed
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Laramey J

Series 63, Series 66

Sedalia, MO

Integrity Alliance, LLC

Laramey Johnson is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 66 licenses and six years of industry experience. Prior to joining Integrity Alliance, Johnson worked at Thrivent Financial and Union Pacific Railroad. Outside of advising, Johnson is the creator, writer, and host of the Christian Money Mindset podcast, which discusses financial decision-making from a biblical perspective, and serves as vice president of Redeemed Threads Consignment & Boutique, a retail and consignment business. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of independent advisers. The firm offers comprehensive asset management, financial planning, and retirement consulting services, utilizing various portfolio management approaches and a range of investment products.

Annuities ESG / Sustainable investing
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Brett H

Series 66

Sedalia, MO

LPL Financial

Brett Hudson is a financial advisor with LPL Financial in Sedalia, Missouri. He holds a Series 66 designation and has 11 years of industry experience, including prior roles at Invest Financial Corp and Central Bank. He is also involved with Central Bank in an investment-related capacity and has worked as a non-variable insurance agent. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of financial planning solutions, model portfolios, and institutional platforms, supporting advisors with technology tools while managing over $819 billion in discretionary assets.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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