Oconomowoc, WI Office

Team
Updated today

Client AUM

$4,840,022,140

Clients

10,660

Advisors

2

Of 324 advisors across 192 offices

Location

128 Silver Lake Plz, #B

Oconomowoc WI 53066

Advisors at this office

2

Advisors at this office

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Donald S

Series 63, Series 66

Oconomowoc, WI

Integrity Alliance, LLC

Donald Savaglia is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 66 licenses and over a decade of industry experience. His prior roles include positions at Woodbury Financial Services, Cetera Advisor Networks, and OSAIC. He also operates Donald R Savaglia LLC. 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 asset management, financial planning, retirement plan consulting, and access to various third-party manager programs, utilizing both discretionary and model-based portfolio approaches.

Annuities ESG / Sustainable investing
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Joseph P

Series 63, Series 65

Oconomowoc, WI

Integrity Alliance, LLC

Joseph Pometto is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 registrations and bringing 10 years of industry experience. His prior roles include positions at Principal Life Insurance Co, SuiteDynamics, Anchor Group, and Selle Financial. Outside of advisory work, he is involved in entrepreneurial activities as CEO of Dovetail Consulting, LLC, which oversees several related businesses, and he is also active in music performance as the owner of Inherit the Earth. 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 a range of investment management and consulting services, employing various portfolio management approaches and providing access to multiple custodial platforms and third-party programs.

Annuities ESG / Sustainable investing
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