Aberdeen, SD Office

Team
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Integrity Alliance, LLC logo

Integrity Alliance, LLC

Enterprise

Firm-wide stats for Integrity Alliance, LLC

Total advisors

333

Across 218 offices

Clients per advisor

32 Very Low

Avg AUM per client

$454,036 Typical

HNW client ratio

10% Low

About

Integrity Alliance provides advisory and brokerage services to a broad client base including individual investors (both non‑HNW and high‑net‑worth), corporations and other business entities, and qualified retirement plans and participants. The firm operates as a large advisor network—over 300 independent investment adviser representatives managing roughly $5.4 billion in client assets—and offers portfolio management, financial planning, and both wrap and non‑wrap programs as well as third‑party manager referrals.

Investment advice is delivered through a mix of advisor‑managed discretionary accounts, model portfolios and third‑party sub‑advisers available via platforms such as Envestnet, AssetMark and BNY Mellon/Wealth Solutions. Advisors may employ strategic, tactical or adaptive allocation approaches and can include alternatives; Integrity Alliance documents annual reviews and supports plan services ranging from non‑discretionary participant advice to acting as an ERISA 3(38) investment manager where authorized.

Several operational features distinguish Integrity Alliance from many enterprise peers: it is dually registered as an SEC‑registered investment adviser and a broker‑dealer and serves as an introducing broker to Pershing, with related revenue‑sharing arrangements (including cash sweep and FUNDVEST® participation). The firm also maintains affiliated insurance distribution and outside insurance desks, provides back‑office and transition support to other RIAs, and counts some advisors who are separately licensed attorneys or who operate as unaffiliated RIAs—arrangements that create service and supervisory complexities not typical at many large advisory enterprises.

Based on Integrity Alliance, LLC

Expertise

Annuities ESG / Sustainable investing

Based on Integrity Alliance, LLC

Location

401 Vivian Street South

Aberdeen SD 57401

Advisors at this office

4

Advisors at this office

user avatar

Kyle S

Series 65, Series 63

Aberdeen, SD

Integrity Alliance, LLC

Kyle Schwan is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 credentials and bringing nine years of industry experience. He has worked with Schwan Financial Group and Kovack Securities since 2016 and was previously employed at Game Ready, Inc. He serves as a member of the Presentation College Foundation, participating in academic affairs. Integrity Alliance is a large advisory network serving individual investors, corporations, and qualified retirement plans. The firm offers portfolio management, financial planning, and various program options, employing a range of investment approaches across advisor-managed accounts, model portfolios, and third-party sub-advisers.

Annuities ESG / Sustainable investing
user avatar

Ryan P

Series 66

Aberdeen, SD

Integrity Alliance, LLC

Ryan Patnoe is a financial advisor at Integrity Alliance, LLC with eight years of industry experience. He holds a Series 66 designation and has previously worked at Schwan Financial Advisors, LLC and Kovack Advisors Inc. Outside of his advisory work, he has a background in managing operations at Pine Hills Golf Course. Integrity Alliance is a large advisory network with over 300 independent investment adviser representatives managing approximately $5.4 billion in client assets. The firm serves a diverse client base with a range of investment approaches and provides both advisory and brokerage services, including portfolio management, financial planning, and third-party manager referrals.

Annuities ESG / Sustainable investing
user avatar

Kory S

Series 65, Series 63

Aberdeen, SD

Integrity Alliance, LLC

Kory Schwan is a financial advisor with Integrity Alliance, LLC, holding Series 65 and Series 63 licenses and bringing six years of industry experience. He has worked at Kovack Securities, Inc. and Kovack Advisors, Inc., and operates Schwan Financial, where he spends a significant portion of his time providing financial planning and client services, as well as participating in tax preparation and planning through SFG Accounting LLC. Integrity Alliance is a large advisory network with over 300 independent advisors managing approximately $5.4 billion in client assets. The firm serves a diverse client base including individual investors, corporations, and qualified retirement plans, offering portfolio management, financial planning, and both wrap and non-wrap programs.

Annuities ESG / Sustainable investing
user avatar

Jacob C

Series 63, Series 65

Aberdeen, SD

Integrity Alliance, LLC

Jacob Cramond is a financial advisor with Integrity Alliance, LLC in Aberdeen, SD, holding Series 63 and Series 65 credentials and five years of industry experience. His career includes roles at Kovack Securities, Schwan Financial Advisors, U.S. Bancorp Investments, and U.S. Bank. Outside of his advisory work, he serves as a board member for United Way and Aberdeen Parks & Recreation and is a youth hockey head coach. Integrity Alliance is a large advisory network serving individual investors, corporations, and qualified retirement plans. The firm offers portfolio management, financial planning, and both wrap and non-wrap programs, utilizing various investment approaches and platforms to deliver advisory and brokerage services.

Annuities ESG / Sustainable investing
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