Green Bay, WI Office

Team
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Integrity Alliance, LLC logo

Integrity Alliance, LLC

Enterprise

Firm-wide stats for Integrity Alliance, LLC

Total advisors

328

Across 203 offices

Clients per advisor

33 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

611 Packerland Drive

Green Bay WI 54303

Advisors at this office

4

Advisors at this office

user avatar

Tyler L

Series 63, Series 65

Green Bay, WI

Integrity Alliance, LLC

Tyler Listle is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has worked with Brokers International Financial Services, LLC and Secure Retirement Solutions since 2015. Listle also operates Listle Financial and Insurance Services, LLC, which focuses on mutual funds and insurance sales. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm provides continuous asset management, financial planning, retirement plan consulting, and access to third-party manager programs using various portfolio management approaches and custodial platforms.

Annuities ESG / Sustainable investing
user avatar

Lucas L

Series 65

Green Bay, WI

Integrity Alliance, LLC

Lucas Listle is a financial advisor with Integrity Alliance, LLC based in Green Bay, WI, holding a Series 65 designation and seven years of industry experience. He also owns Listle Financial and Retirement Planning, LLC, a bookkeeping business, and teaches a Financial Peace University course at his local church. Prior to joining Integrity Alliance’s network, he worked at Brokers International Financial Services and Secure Retirement Solutions. Integrity Alliance is a large advisor network with over 300 independent advisors managing approximately $5.4 billion in assets. The firm serves individual investors, corporations, and qualified retirement plans, offering portfolio management, financial planning, and access to third‑party managers through multiple platforms and investment approaches.

Annuities ESG / Sustainable investing
user avatar

Nathan S

Series 66

Green Bay, WI

Integrity Alliance, LLC

Nathan Schoenherr is a Series 66-registered financial advisor with six years of industry experience. He is currently with Integrity Alliance, LLC and has prior experience at Brokers International Financial Services, Secure Retirement Solutions, and Thrivent Financial. Integrity Alliance serves a broad client base including individual investors, corporations, and qualified retirement plans through a network of over 300 independent advisors managing approximately $5.4 billion in assets. The firm offers portfolio management, financial planning, and multiple program options, delivering investment advice via discretionary accounts, model portfolios, and third-party sub-advisers.

Annuities ESG / Sustainable investing
user avatar

Dean L

Series 65

Green Bay, WI

Integrity Alliance, LLC

Dean Listle is a financial advisor with Integrity Alliance, LLC, holding a Series 65 designation and 11 years of industry experience. He has worked at Brokers International Financial Services since 2014 and at SRS LLC since 2013. Listle is also a member of Secure Retirement Solutions LLC, where he is involved in fixed insurance and securities business activities. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm provides continuous asset management, financial planning, retirement plan consulting, and access to third-party manager programs, utilizing a range of portfolio management approaches and custodial platforms.

Annuities ESG / Sustainable investing
View complete list of advisors at this office
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