Middleton, WI Office

Like many large advisory enterprises, Integrity Advisory Solutions serves individuals (including high‑net‑worth clients), trusts, estates, corporations and other business clients through a network of about 100 independent advisors and manages approximately $1.1 billion in client assets. Its services include portfolio management (wrap and non‑wrap), financial planning and consulting, retirement plan and participant consulting, sub‑advisory and model portfolio programs, and client referral services.

Advisors gather client information to construct tailored portfolios using fundamental and technical analysis, asset‑allocation frameworks (strategic, tactical, adaptive and MPT), model portfolios and discretionary management, with ongoing monitoring and at least annual client reviews. The firm also leverages third‑party platforms (Envestnet, AssetMark, Schwab/Fidelity/Pershing) and offers a Third‑Party Retirement Account Program to access and manage held‑away retirement accounts, acting as a Section 3(21) fiduciary and, when authorized, providing Section 3(38) plan‑level management.

What is distinctive for an enterprise firm of this size is the integration of retirement‑plan advisory capabilities with affiliated program sponsorship: an affiliate, Integrity Alliance, sponsors wrap programs (Wealth Solutions, Wealth Solutions SMA, Retirement Ally), acts as a sub‑adviser, and participates in custodial and cash‑sweep arrangements (including Pershing and Stone Castle) that support retirement and lending solutions. The brochure discloses related revenue‑sharing, transition assistance and platform‑fee arrangements and describes policies and disclosures the firm uses to manage those conflicts of interest.