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Credentials
Series 63, Series 65
Experience Industry experience
10 years
Location
Cole Camp, MO 65325
Integrity Alliance, LLC
Enterprise
Michael Bauer is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. He has worked at Thrivent Financial and Thrivent Investment Management Inc for eight to nine years before joining Brokers International Financial Services and Sumner Insurance Services, LLC. Bauer is also involved with Sumner Insurance Services, where he engages in the sales and service of fixed insurance and annuity products. Integrity Alliance operates as a large advisor network serving individual investors, corporations, and qualified retirement plans. The firm offers portfolio management, financial planning, and both wrap and non-wrap programs, utilizing a variety of investment approaches and third-party platforms to deliver advisory and brokerage services.
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
Cole Camp, MO
120 S Maple St
Cole Camp MO 65325
Advisors at this office
1
Missouri
10 years of industry experience
Brokers International Financial Services
2024 - Present • 2 years
Cole Camp, MO
Sumner Insurance Services, LLC
2024 - Present • 2 years
Sedalia, MO
Thrivent Financial
2016 - 2024 • 8 years
Appleton, WI
Thrivent Investment Management Inc
2015 - 2024 • 9 years
Cole Camp, MO
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.
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