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Quentyn S

Series 63, Series 65

Urbandale, IA

integrity Advisory Solutions

Quentyn Sego is a financial advisor with Integrity Advisory Solutions, holding Series 63 and Series 65 licenses and bringing three years of industry experience. His prior roles include positions at Brokers International Financial Services, Wells Fargo Clearing, Wells Fargo Bank, U.S. Bank, KeyBank, and Veridian Credit Union. Integrity Advisory Solutions serves a diverse client base including individuals, trusts, estates, and corporations through a network of approximately 100 independent advisors managing around $1.1 billion in client assets. The firm offers portfolio management, financial planning, retirement consulting, and utilizes various asset-allocation strategies and third-party platforms to tailor investment solutions.

Private / alternative investments Concentrated stock management Founder/Business Owner Executive
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Brian K

Series 63, Series 65

Urbandale, IA

integrity Advisory Solutions

Brian Klitzke is a financial advisor with Integrity Advisory Solutions, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked at several firms, including Princor Financial Services and VOYA Financial Advisors, Inc., before joining Integrity Advisory Solutions and Integrity Alliance in 2025. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of about 100 independent advisors, managing approximately $1.1 billion in client assets. The firm offers portfolio management, financial planning, retirement consulting, and sub-advisory programs, utilizing both fundamental and technical analysis along with asset-allocation frameworks.

Private / alternative investments Concentrated stock management Founder/Business Owner Executive
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Suzanne S

Series 63, Series 65

Urbandale, IA

integrity Advisory Solutions

Suzanne Stewart is a financial advisor with Integrity Advisory Solutions, holding Series 63 and Series 65 designations and bringing 19 years of industry experience. Her prior roles include positions at Legacy Bridge Private Family Offices and Principal Financial Group. Integrity Advisory Solutions serves a diverse client base including individuals, trusts, estates, and corporations through a network of approximately 100 independent advisors, managing about $1.1 billion in assets. The firm offers portfolio management, financial planning, retirement plan consulting, and sub-advisory services, employing various investment approaches and third-party platforms to provide tailored client solutions.

Private / alternative investments Concentrated stock management Founder/Business Owner Executive
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Jeffrey T

ChFC®

Urbandale, IA

integrity Advisory Solutions

Jeffrey Trier is a ChFC® with 27 years of industry experience, currently serving at Integrity Advisory Solutions. He previously worked at Principal Life Insurance Co. for 23 years and held multiple roles at Principal Asset Management and affiliated firms from 2016 to 2026. His activities also include performing certain functions for Principal Global Investors, LLC and its affiliates. Integrity Advisory Solutions serves individual, trust, estate, corporate, and business clients through a network of approximately 100 independent advisors, managing roughly $1.1 billion in client assets. Its services encompass portfolio management, financial planning, retirement plan consulting, and sub-advisory programs, utilizing fundamental and technical analysis alongside various asset-allocation strategies.

Private / alternative investments Concentrated stock management Founder/Business Owner Executive
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Jessica S

Series 63, Series 65

Urbandale, IA

integrity Advisory Solutions

Jessica Stewart is a financial advisor at Integrity Advisory Solutions with eight years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Ameriprise and Primerica Advisors. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of approximately 100 independent advisors, managing about $1.1 billion in client assets. The firm offers portfolio management, financial planning, retirement plan consulting, and sub-advisory services, using various asset-allocation strategies and third-party platforms.

Private / alternative investments Concentrated stock management Founder/Business Owner Executive
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Brian A

Series 63, Series 65

Urbandale, IA

integrity Advisory Solutions

Brian Aukes is a financial advisor at Integrity Advisory Solutions with 30 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at VOYA Financial Advisors and Piper Sandler & Co. Aukes is also the owner and pilot of HALFFASTADVENTURES, LLC, a business involved in plane rides, restoration, flight instruction, and hangar rental. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of independent advisors, managing approximately $1.1 billion in client assets. The firm offers portfolio management, financial planning, retirement plan consulting, and model portfolio programs, using fundamental and technical analysis and various asset-allocation strategies.

Private / alternative investments Concentrated stock management Founder/Business Owner Executive
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William D

Series 63, Series 65

Urbandale, IA

integrity Advisory Solutions

William Dunker is a financial advisor with Integrity Advisory Solutions, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. His prior roles include positions at Lion Street Financial, Princor Financial Services, Principal Life Insurance, VOYA Financial Advisors, Morgan Stanley, and Citigroup Global Markets. Outside of his advisory work, he volunteers as a baseball coach for a freshman team in Ankeny, Iowa. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of about 100 independent advisors and manages approximately $1.1 billion in client assets. The firm offers portfolio management, financial planning, retirement plan consulting, and sub-advisory services, employing a variety of investment approaches and leveraging third-party platforms to tailor portfolios and manage held-away retirement accounts.

Private / alternative investments Concentrated stock management Founder/Business Owner Executive
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Bradley H

Series 66

Urbandale, IA

integrity Advisory Solutions

Bradley Hanus is a financial advisor with Integrity Advisory Solutions, holding a Series 66 designation and bringing 17 years of industry experience. His prior roles include positions at Principal Asset Management, Cache Advisors LLC, and other firms in the financial services sector. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of approximately 100 independent advisors, managing about $1.1 billion in client assets. The firm offers portfolio management, financial planning, retirement plan consulting, and utilizes various investment strategies and third-party platforms to tailor client portfolios.

Private / alternative investments Concentrated stock management Founder/Business Owner Executive
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Belma M

Series 66

Urbandale, IA

integrity Advisory Solutions

Belma Mujdzic is a financial advisor at Integrity Advisory Solutions with 23 years of industry experience. She holds a Series 66 designation and previously worked at VOYA Financial Advisors and Ameriprise. Outside of her advisory role, she owns Freedom Construction, a new home construction and sales business. Integrity Advisory Solutions serves a diverse client base including individuals, high-net-worth clients, trusts, estates, and corporations through a network of about 100 independent advisors. The firm offers portfolio management, financial planning, retirement consulting, and utilizes various investment strategies and third-party platforms to construct tailored client portfolios.

Private / alternative investments Concentrated stock management Founder/Business Owner Executive
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Lance P

Series 66

Urbandale, IA

integrity Advisory Solutions

Lance Presley is a financial advisor at Integrity Advisory Solutions with 21 years of industry experience. He holds a Series 66 designation and has held positions at firms including Wells Fargo Clearing, VOYA Financial Advisors, and Cetera Advisors. In addition to his advisory work, he is a licensed independent insurance agent in Urbandale, Iowa. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of approximately 100 independent advisors, managing around $1.1 billion in assets. The firm provides comprehensive portfolio management, financial planning, retirement consulting, and sub-advisory services, utilizing a range of investment approaches and third-party platforms.

Private / alternative investments Concentrated stock management Founder/Business Owner Executive
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Layne M

Series 66

Urbandale, IA

integrity Advisory Solutions

Layne Monroe is a financial advisor at Integrity Advisory Solutions with 13 years of industry experience. He holds a Series 66 designation and has held roles at several firms, including Brokers International Financial Services and Voya Financial Advisors. Outside of financial advising, Monroe works as a business development manager for Advantage Solutions, representing food companies to regional retailers. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and business clients through a network of about 100 independent advisors, managing approximately $1.1 billion in client assets. The firm offers portfolio management, financial planning, retirement consulting, and sub-advisory services, employing a range of asset-allocation strategies and third-party platforms to tailor client portfolios.

Private / alternative investments Concentrated stock management Founder/Business Owner Executive
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Andrew O

ChFC®, Series 66

Urbandale, IA

integrity Advisory Solutions

Andrew Osby is a ChFC® and Series 66 credentialed advisor with 26 years of industry experience. He is currently with Integrity Advisory Solutions and Gladstone Wealth Partners, having previously worked at Principal Financial Services. Outside of his advisory roles, he serves as Treasurer for the SE Polk Youth Tackle Football club in Pleasant Hill, Iowa. Integrity Advisory Solutions serves a diverse client base, including high-net-worth individuals, trusts, estates, and businesses, through a network of approximately 100 independent advisors. The firm offers portfolio management, financial planning, retirement consulting, and sub-advisory services, integrating retirement-plan advisory with affiliated program sponsorships.

Private / alternative investments Concentrated stock management Founder/Business Owner Executive
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Jose A

Series 66

Urbandale, IA

integrity Advisory Solutions

Jose Amaya Cisneros is a financial advisor at Integrity Advisory Solutions with six years of industry experience. He holds a Series 66 designation and has worked at firms including Bank of America, Merrill, and Bank of Montreal. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of about 100 independent advisors, managing approximately $1.1 billion in client assets. The firm offers services such as portfolio management, financial planning, retirement plan consulting, and utilizes multiple asset-allocation strategies alongside third-party platforms.

Private / alternative investments Concentrated stock management Founder/Business Owner Executive
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Bryan P

Series 65

Urbandale, IA

integrity Advisory Solutions

Bryan Purdy is a Series 65-licensed financial advisor with over 12 years of industry experience. He is currently with Integrity Advisory Solutions and has prior experience at Integrity Alliance, Directed Services, and Voya. He serves as a committee member on the Finance Committee of Trinity United Methodist Church in Huxley, Iowa. Integrity Advisory Solutions is a multi-team firm that serves individuals, trusts, estates, corporations, and other business clients through a network of approximately 100 independent advisors, managing about $1.1 billion in client assets. The firm provides portfolio management, financial planning, retirement plan consulting, and sub-advisory services, using fundamental and technical analysis alongside various asset-allocation frameworks and model portfolios.

Private / alternative investments Concentrated stock management Founder/Business Owner Executive
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Michelle S

CFP®, Series 66

Urbandale, IA

integrity Advisory Solutions

Michelle Stockman is a CERTIFIED FINANCIAL PLANNER™ professional with 19 years of industry experience. She is currently with Integrity Advisory Solutions and Integrity Alliance, LLC, having previously worked at Principal Securities, Inc., Principal Funds Distributor, Inc., Principal Asset Management, and other firms. She also performs certain functions for Principal Global Investors, LLC and its affiliates. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of approximately 100 independent advisors, managing about $1.1 billion in assets. The firm offers comprehensive portfolio management and financial planning services, including retirement plan consulting and model portfolio programs, utilizing a range of investment strategies and third-party platforms.

Private / alternative investments Concentrated stock management Founder/Business Owner Executive
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