Advisor at Integrity Alliance, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Ida Grove, IA
Credentials
Series 65
Industry experience
3 years
Colton Skirvin is a financial advisor at Integrity Alliance, LLC with a Series 65 designation and two years of industry experience. He has worked at Integrity Alliance since 2023 and previously spent time with Gladstone Wealth Partners and in the Iowa Air National Guard. Skirvin is also involved with Heartland Retirement Group, where he serves as National Director of Training and conducts training classes. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent investment adviser representatives. The firm offers asset management, financial planning, retirement plan consulting, and access to third-party manager programs using a variety of portfolio management approaches and custodial platforms.
Based on Integrity Alliance, LLC
Financial planning fixed fees ranging from $0 to $50,000; Retirement plan participant consulting fixed fees up to $5,000
$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%
Up to $500 per hour for financial planning and consulting services
Minimum fee: Select Program minimum account fee starting at 1.00% annually for first $1,000,000
Ida Grove, IA
Iowa
Integrity Alliance, LLC
2023 - Present (3 years)
Gladstone Wealth Partners
2023 - 2023 (1 year)
Iowa Air National Guard
2018 - 2022 (4 years)
Heartland Retirement Group
2017 - Present (9 years)
Banker's Life & Casualty
2016 - 2017 (1 year)
Iowa Army National Guard
2013 - 2018 (5 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Lawyer
They provide legal services, typically billed separately.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Series 63, Series 66
Ida Grove, IA
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Series 63, Series 66
Ida Grove, IA
Edward Jones
Douglas Schmidt is a financial advisor with Edward Jones in Ida Grove, IA, holding Series 63 and Series 66 credentials and with 26 years of industry experience. He has been with Edward Jones since 1999. Outside of his advisory role, Schmidt has served as past president of his local Kiwanis club, chaired the finance committee at Denison First United Methodist Church, and serves on the board of Maple River Ducks Unlimited. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, alongside affiliated mutual funds and tax-efficient services.
Series 66
Ida Grove, IA
Edward Jones
Kelsie Nettles is a financial advisor at Edward Jones with two years of industry experience. She holds a Series 66 designation and previously worked in education at the OABCIG School District for several years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
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