Mission, KS Office
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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
5925 Nall Avenue
Mission KS 66202
Advisors at this office
3
Advisors at this office
Jack C
Series 66
Mission, KS
Integrity Alliance, LLC
Jack Curtis is a financial advisor with Integrity Alliance, LLC, holding a Series 66 designation and seven years of industry experience. He has worked at Integrity Alliance since 2025 and has been involved with Lion Street Financial and Curtis & Associates since 2018. Outside of his advisory role, Curtis is engaged in providing financial services, including insurance, retirement plans, and investment advisory through Curtis & Associates. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, offering asset management, financial planning, and consulting through a large network of independent advisers. The firm employs a variety of portfolio management approaches and utilizes multiple custodial platforms and program sponsors to support client services.
Michael K
Series 63, Series 65
Mission, KS
Integrity Alliance, LLC
Michael Kimbell is a financial advisor at Integrity Alliance, LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Lion Street Advisors and Lion Street Financial for 10 years. Outside of advising, he serves as a board member of Saint George Serbian Orthodox Church and is involved in managing several family trusts. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm offers various investment management and consulting services, utilizing both advisor-managed and model-based portfolios with a range of asset allocation strategies.
Jeffrey C
Series 63, Series 65
Mission, KS
Integrity Alliance, LLC
Jeffrey Curtis is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked with Curtis & Associates, Inc. since 1991 and has been with Lion Street Advisors and Lion Street Financial since 2015. Curtis also serves as a board member of Indian Hills Country Club and participates on a scholarship committee for Shawnee Mission East. Integrity Alliance is a large advisor network serving individual investors, corporations, and qualified retirement plans, managing approximately $5.4 billion in client assets. The firm offers a range of services including portfolio management, financial planning, and third-party manager referrals, with investment advice delivered through advisor-managed discretionary accounts, model portfolios, and third-party sub-advisers.
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