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Colton Skirvin

Advisor at Integrity Alliance, LLC — Ida Grove, IA

Updated today

Credentials

Series 65

Experience

3 years

Location

Ida Grove, IA

Integrity Alliance, LLC logo

Integrity Alliance, LLC

Enterprise

Total advisors

328

Across 204 offices

Clients per advisor

33 Very Low

Avg AUM per client

$454,036 Typical

HNW client ratio

10% Low

About

Colton Skirvin is a financial advisor at Integrity Alliance, LLC with a Series 65 designation and three years of industry experience. He has previously worked at Gladstone Wealth Partners and served in both the Iowa Air National Guard and Iowa Army National Guard. Skirvin is also the National Director of Training at Heartland Retirement Group, where he conducts training classes. Integrity Alliance is a large advisory network with over 300 independent investment adviser representatives managing approximately $5.4 billion in client assets. The firm provides advisory and brokerage services to individual investors, corporations, and qualified retirement plans, offering portfolio management, financial planning, and access to third-party managers through platforms like 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

Ida Grove, IA

Ida Grove IA

Advisors at this office

1

Most active in

Iowa

Work history

3 years of industry experience

Integrity Alliance, LLC

2023 - Present • 3 years

Johnston, IA

Gladstone Wealth Partners

2023 - 2023 • 1 year

Johnston, IA

Iowa Air National Guard

2018 - 2022 • 4 years

Sioux City, IA

Heartland Retirement Group

2017 - Present • 9 years

Johnston, IA

Banker's Life & Casualty

2016 - 2017 • 1 year

Sioux City, IA

Iowa Army National Guard

2013 - 2018 • 5 years

Johnston, IA

Disclosures

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

Business activities & affiliations

user avatar

Fred S

Series 63, Series 66

Ida Grove, IA

Harbour Investments, Inc.

Fred Sweers is a financial advisor at Harbour Investments, Inc. with 39 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at multiple firms including Bradford Insurance, United Planners' Financial Services, and FSB Financial Services. He is also the owner of Settlers Financial Services. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including individual investors, charitable and corporate clients, retirement plans, and other financial advisors. The firm employs a combination of fundamental and technical analysis to create customized strategies using various investment instruments and offers model-based solutions through a subscription platform.

Annuities Options & derivatives strategies
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Alex M

Series 66

Ida Grove, IA

Harbour Investments, Inc.

Alex Murphy is a financial advisor with Harbour Investments, Inc., holding a Series 66 credential and one year of industry experience. Prior to his current role, he has been operating Murphy Chiropractic PC since 2002. Harbour Investments serves a diverse range of clients including individuals, trusts, pension and 401(k) plans, and institutional entities, offering various portfolio management and financial planning services with investment approaches tailored by individual advisors and approved third-party managers.

Annuities Options & derivatives strategies
user avatar

Douglas S

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.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive

Kelsie N

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.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Business ownership considerations Retirement income strategy Wealth management Founder/Business Owner
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