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Lindsay Bliek

Advisor at Integrity Alliance, LLC — Larchwood, IA

Updated today

Credentials

Series 63, Series 65

Experience

13 years

Location

Larchwood, IA

Integrity Alliance, LLC logo

Integrity Alliance, LLC

Enterprise

Total advisors

328

Across 203 offices

Clients per advisor

33 Very Low

Avg AUM per client

$454,036 Typical

HNW client ratio

10% Low

About

Lindsay Bliek is a financial advisor at Integrity Alliance, LLC with 13 years of industry experience. She holds the Series 63 and Series 65 designations. Her prior experience includes roles at Edward Jones, D.A. Davidson & Co., Lion Street Financial, and Lion Street Advisors. Integrity Alliance is a large advisory network serving individual investors, corporations, and retirement plans. The firm offers portfolio management, financial planning, and both wrap and non-wrap programs through a variety of platforms and investment approaches.

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

Larchwood, IA

Larchwood IA

Advisors at this office

1

Most active in

Texas

Work history

13 years of industry experience

Integrity Alliance, LLC

2025 - Present • 1 year

Austin, TX

Lion Street Financial

2025 - 2025 • 1 year

Austin, TX

Lion Street Advisors

2025 - 2025 • 1 year

Austin, TX

Unemployed

2024 - 2025 • 1 year

Larchwood, IA

D.A. Davidson & Co.

2023 - 2024 • 1 year

Larchwood, IA

Edward Jones

2015 - 2023 • 8 years

St. Louis, MO

Integrity Alliance, LLC

2012 - 2015 • 3 years

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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Jeremy T

CFP®, Series 63, Series 65

Sioux Falls, SD

Tallgrass Wealth Management, Inc.

Jeremy Tims is a CFP®-certified financial advisor with 25 years of industry experience, currently practicing at Tallgrass Wealth Management, Inc. in Sioux Falls, SD. His career includes roles at Purshe Kaplan Sterling Investments and Sutterfield Financial Group. Outside of financial advising, he manages Oakmont Retrievers, LLC, a hunting dog stud service, and serves on the boards of the Tenfold Foundation and First Savings Bank. Tallgrass Wealth Management focuses on pension and employee benefit plan consulting and standalone financial planning, emphasizing plan-level advice rather than discretionary asset management. The firm employs fundamental analysis, modern portfolio theory, and quantitative methods to guide long-term recommendations and does not take custody of client assets, instead billing on a fee-for-service basis.

Annuities
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Dylan K

Series 63, Series 65

Sioux Falls, SD

Make Way Wealth Management

Dylan Kvaale is a financial advisor at Make Way Wealth Management with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Principal Life Insurance Company and Wealth Watch Advisors. Outside of his advisory role, he coaches 8th grade boys basketball in Sioux Falls. Make Way Wealth Management serves individuals, corporations, charities, and pension or profit-sharing plans, providing comprehensive financial planning, consulting, and discretionary portfolio management. The firm combines strategic diversification and proprietary model portfolios with technical and cyclical analysis, and offers qualified clients access to customized private equity and hedge-fund portfolios through Crystal Capital Partners.

Private / alternative investments
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Jason T

Series 63, Series 65

Sioux Falls, SD

Sutterfield Financial Group, Inc.

Jason Tinklenberg is a financial advisor at Sutterfield Financial Group, Inc. with 24 years of industry experience. He has been with Sutterfield since 2005 and previously worked at Purshe Kaplan Sterling Investments. Outside of advising, he serves as president of a local homeowners association and is a board member of the Luke Society, a medical missions nonprofit, and SIMDEL Children's Educational Ministry. Sutterfield Financial Group serves individuals, pensions, charitable organizations, and businesses by providing financial planning, investment management, captive insurance formation, and accounting/tax services. The firm uses proprietary model portfolios and an internal investment committee to guide portfolio management across various risk levels.

Business sale tax planning Retirement plans for business owners (SEP, solo 401k) Tax strategies for small businesses
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Aaron K

Series 63, Series 65

Sioux Falls, SD

Sutterfield Financial Group, Inc.

Aaron Kvistero is a financial advisor with Sutterfield Financial Group, Inc. in Sioux Falls, SD, holding Series 63 and Series 65 credentials and 23 years of industry experience. He has worked with Sutterfield Financial Group since 2005 and was previously associated with Purshe Kaplan Sterling Investments. Outside of advisory work, he manages a storage business and serves as a trustee. Sutterfield Financial Group serves individuals, pension and profit-sharing plans, charitable organizations, corporations, and other business entities, providing financial planning, consulting, investment management, captive insurance formation, and accounting and tax preparation services. The firm uses an internal investment committee to design proprietary model portfolios across a risk scale and combines fundamental and technical analysis with model-based management for most clients.

Business sale tax planning Retirement plans for business owners (SEP, solo 401k) Tax strategies for small businesses
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Dylan N

CFP®, Series 63

Brandon, SD

Q3 Advisors, LLC

Dylan Niklason is a CFP® professional with nine years of industry experience. He currently works at Q3 Advisors, LLC and has previously held roles at Northwestern Mutual Wealth Management Company and Kevin Dale Klare. Outside of his advisory work, he is involved with Above The Highline, LLC. Q3 Advisors provides financial planning and tax-focused consulting services through fixed-fee engagements, emphasizing planning-level recommendations in retirement, tax, estate, insurance, and employee-benefit topics without managing investment portfolios. The firm coordinates with independent CPA firms and structures client relationships around deliverables such as tax projections and Roth conversion schedules.

Roth conversion strategy General retirement planning
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Darin G

CFP®, Series 63, Series 65

Brandon, SD

Focus Financial

Darin Glanzer is a CFP® professional with 27 years of industry experience, currently serving at Focus Financial Network, Inc. since 2002. He holds Series 63 and Series 65 licenses and is based in Brandon, SD. Glanzer is a member of the University of Northwestern (St. Paul) Foundation and serves on its investment committee, providing oversight of a third-party money manager. Focus Financial Network, Inc. is an enterprise investment adviser with 118 advisors managing approximately $6.3 billion for individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporate clients. The firm offers a range of managed account services and financial planning, utilizing diversified investment strategies and third-party managers.

Executive Founder/Business Owner
Warmer team member

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