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Hayley A

Series 66

Bismarck, ND

Independent Advisor Alliance, LLC

Hayley Akre is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and 11 years of industry experience. She has worked with Independent Advisor Alliance since 2018 and previously with Level Four Advisory Services and LPL Financial. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement plan consulting. The firm uses a network model of independent advisory representatives, leveraging technology platforms and a range of investment strategies to deliver client services.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Tax strategies for small businesses Founder/Business Owner Retired
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Luke L

Series 66

Bismark, ND

Independent Advisor Alliance, LLC

Luke Little is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and four years of industry experience. His prior experience includes roles at LPL Financial, North Point Financial Planners, and Capital Credit Union. Outside of his advisory work, he serves as an assistant high school football coach at Century High School in Bismarck, ND. Independent Advisor Alliance serves a diverse client base, including individuals, small businesses, charitable organizations, and retirement plans, providing asset management, financial planning, and retirement plan consulting. The firm utilizes a network model of advisory representatives and employs a range of portfolio management strategies, supported by technology platforms for asset aggregation and estate planning.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Tax strategies for small businesses Founder/Business Owner Retired
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James F

CFP®, ChFC®, Series 66

Bismark, ND

Independent Advisor Alliance, LLC

James Frigstad is a CFP® and ChFC® with 22 years of experience in financial services. He is currently with Independent Advisor Alliance, LLC and has held roles at North Point Financial Planners and LPL Financial, among others. Outside of advisory services, he has maintained long-term involvement with Domino’s Pizza. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans. The firm offers both discretionary and non-discretionary portfolio management, financial planning, and consulting services, leveraging multiple investment strategies and technology platforms to support client needs.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Tax strategies for small businesses Founder/Business Owner Retired
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Jonathan H

Series 63, Series 66

Bismark, ND

Independent Advisor Alliance, LLC

Jonathan Haugen is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 66 credentials and 25 years of industry experience. He has worked at Independent Advisor Alliance since 2018 and previously at LPL Financial and Level Four Advisory Services. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, wealth coaching, and retirement plan consulting. The firm uses a network model combined with technology platforms and provides both discretionary and non-discretionary portfolio management through various strategies and third-party resources.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Tax strategies for small businesses Founder/Business Owner Retired
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Nicholas W

Series 66

Bismark, ND

Independent Advisor Alliance, LLC

Nicholas Wiedrich is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and 18 years of industry experience. He has worked with Independent Advisor Alliance since 2018 and has prior experience at LPL Financial and Level Four Advisory Services. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, providing asset management, financial planning, and retirement plan consulting. The firm offers both discretionary and non-discretionary portfolio management and utilizes a network model with advisory representatives operating under independent DBAs.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Tax strategies for small businesses Founder/Business Owner Retired
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