Cedar Rapids, IA Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Integrity Alliance, LLC
Enterprise
Firm-wide stats for Integrity Alliance, LLC
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
Location
500 1st St SE
Cedar Rapids IA 52401
Advisors at this office
4
Advisors at this office
David V
ChFC®, Series 63
Cedar Rapids, IA
Integrity Alliance, LLC
David Verhille is a financial advisor with Integrity Alliance, LLC and holds the ChFC® designation and Series 63 license. He has 42 years of industry experience and has held roles at Private Advisor Group, LLC and LPL Financial, among others. Outside of advisory work, he serves on the board of directors for Onward Bank & Trust and is owner and president of Hunters Ridge Development, which manages a golf course and residential real estate development. Integrity Alliance is a large advisory network with over 300 independent advisors managing approximately $5.4 billion in client assets. The firm offers a range of services including portfolio management, financial planning, and access to third-party managers, serving individual investors, corporations, and retirement plans through various discretionary and non-discretionary investment approaches.
Benjamin V
Series 65
Cedar Rapids, IA
Integrity Alliance, LLC
Benjamin Verhille is a financial advisor with Integrity Alliance, LLC, holding a Series 65 designation and five years of industry experience. His prior roles include positions at Lion Street Advisors, Private Advisor Group, LLC, and TrueNorth Wealth Management. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisors. The firm provides asset management, financial planning, and retirement consulting services, utilizing a variety of portfolio management approaches and third-party platforms.
Andrew V
Series 63, Series 65
Cedar Rapids, IA
Integrity Alliance, LLC
Andrew Verhille is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 licenses and two years of industry experience. His prior work includes roles at First MainStreet Insurance, Lion Street Financial, and TrueNorth Companies. Integrity Alliance is a large advisory network with over 300 independent advisors managing approximately $5.4 billion in assets. The firm serves a diverse client base, offering portfolio management, financial planning, and a range of investment programs through various platforms and strategies.
Brian B
Series 63
Cedar Rapids, IA
Integrity Alliance, LLC
Brian Burns is a financial advisor with Integrity Alliance, LLC, holding a Series 63 designation and over 40 years of industry experience. His prior roles include positions at Lion Street Advisors and Securities America Advisors, Inc. Outside of advising, he is involved in fixed insurance sales and manages a small farm. Integrity Alliance serves a diverse client base including high-net-worth individuals, charitable organizations, corporations, and retirement plans through a network of independent advisers. The firm offers comprehensive asset management, financial planning, and retirement consulting, utilizing a range of investment strategies and third-party platforms.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")