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Urbandale, IA Office

Team
Updated today

Client AUM

$4,840,022,140

Clients

10,660

Advisors

33

Of 324 advisors across 192 offices

Location

4135 NW Urbandale Dr

Urbandale IA 50322

Advisors at this office

33

Advisors at this office

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Anthony P

Series 65

Urbandale, IA

Integrity Alliance, LLC

Anthony Peck is a financial advisor at Integrity Alliance, LLC with two years of industry experience. He holds a Series 65 designation and has previously worked at Heartland Retirement Group and Mary Greeley Medical Center. Outside of his advisory role, he is the owner and CEO of ACP Financial LLC, a fixed insurance business. 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, employing various portfolio management approaches and custodial platforms.

Annuities ESG / Sustainable investing
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Walker P

Series 63, Series 65

Urbandale, IA

Integrity Alliance, LLC

Walker Person is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has worked at Integrity Alliance since 2025 and previously spent over a decade with The Leaders Group Inc and VIP Insurance. Outside of his advisory role, he occasionally sells insurance to friends and family on a commission basis. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisors. The firm offers continuous asset management, financial and retirement plan consulting, and access to various third-party manager programs, using a range of portfolio management approaches and custodial platforms.

Annuities ESG / Sustainable investing
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Andrew K

Series 63, Series 65

Urbandale, IA

Integrity Alliance, LLC

Andrew Kuchera is a financial advisor at Integrity Alliance, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with Lion Street Financial, Wrightwood Advisory Group, Triad Advisors, Arthur J Gallagher, and Kestra Financial. Outside of his advisory role, he is the owner of Wrightwood Advisory Group, where he consults on non-qualified plans and occasionally assists clients with life insurance policies. Integrity Alliance serves a diverse client base including individual investors, corporations, and qualified retirement plans. The firm operates as a large network of over 300 independent advisors managing approximately $5.4 billion in assets and offers a range of portfolio management, financial planning, and advisory services through multiple platforms and investment approaches.

Annuities ESG / Sustainable investing
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Willard G

ChFC®, Series 63, Series 65

Urbandale, IA

Integrity Alliance, LLC

Willard Gombert is a financial advisor with Integrity Alliance, LLC, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 36 years of industry experience and previously worked at Voya Financial Advisors and has been involved with The Financial Architects since 1999. Outside of his advisory work, he co-owns WHAZZUP, LLC, a business unrelated to investments. 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 and retirement plan consulting, and access to third-party manager programs, utilizing a variety of portfolio management approaches and custodial platforms.

Annuities ESG / Sustainable investing
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Kalvin J

Series 63, Series 65

Urbandale, IA

Integrity Alliance, LLC

Kalvin Johnson is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. His prior work includes roles at Brokers International Financial Services, Gladstone Wealth Partners, and Gradient Wealth Management. Outside of his advisory duties, he is involved in insurance sales and manages several insurance-related businesses. Integrity Alliance is a large advisory network serving individual investors, corporations, and qualified retirement plans. The firm offers a range of portfolio management and financial planning services through multiple platforms, employing various allocation approaches and supporting customized plan services.

Annuities ESG / Sustainable investing
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David W

CFP®, Series 63, Series 65

Urbandale, IA

Integrity Alliance, LLC

David Warrick is a CFP® with 41 years of industry experience, currently affiliated with Integrity Alliance, LLC. He has worked at Brokers International Financial Services since 2013 and operates J C Warrick & Co. Inc. since 2003. In addition to his advisory work, he is involved in tax preparation and insurance services through his own business activities. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, offering asset management, financial planning, and consulting through a network of 164 independent advisors. The firm employs various portfolio management approaches and provides access to multiple custodial platforms and third-party programs.

Annuities ESG / Sustainable investing
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Jordy T

Series 65

Urbandale, IA

Integrity Alliance, LLC

Jordy Tickle is a financial advisor with Integrity Alliance, LLC, holding a Series 65 credential and one year of industry experience. Prior to joining Integrity Alliance, he was associated with The Heartland Retirement Group for eight years and worked at Wells Fargo Home Mortgage for two years. He is also involved in insurance sales through Heartland Retirement Group. Integrity Alliance, LLC is a large advisory firm serving individual investors, corporations, and qualified retirement plans. The firm manages approximately $5.4 billion in client assets through over 300 independent advisers and offers a range of services including portfolio management, financial planning, and third-party manager referrals.

Annuities ESG / Sustainable investing
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Michael M

Series 66

Urbandale, IA

Integrity Alliance, LLC

Michael Murry is a financial advisor at Integrity Alliance, LLC with 19 years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial and Lion Street Advisors. 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 asset management, financial planning, retirement plan consulting, and access to third-party manager programs, utilizing a range of portfolio approaches and custodial platforms.

Annuities ESG / Sustainable investing
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Suad C

Series 66

Urbandale, IA

Integrity Alliance, LLC

Suad Cuturic is a financial advisor with Integrity Alliance, LLC in Urbandale, IA, holding a Series 66 designation and two years of industry experience. Prior to joining Integrity Alliance, Cuturic worked at several Cetera-affiliated firms and Wells Fargo. 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 portfolio management, financial planning, and a range of advisory programs through a combination of discretionary accounts, model portfolios, and third-party sub-advisers.

Annuities ESG / Sustainable investing
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Andrei M

Series 63, Series 65

Urbandale, IA

Integrity Alliance, LLC

Andrei Murphy is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 credentials and five years of industry experience. He has been associated with Brokers International Financial Services, LLC, Insurance Solutions of Iowa Inc, Insurance Solutions of Iowa LLC, and Reserve National Insurance Co since 2013. Outside of his advisory role, Murphy serves as a board director for the Indianola Chamber of Commerce. 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 asset management, financial and retirement plan consulting, and access to third-party manager programs, employing a variety of portfolio management approaches across multiple platforms.

Annuities ESG / Sustainable investing
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Garrett M

Series 63, Series 65

Urbandale, IA

Integrity Alliance, LLC

Garrett Manning is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 licenses and six years of industry experience. His prior roles include positions at MassMutual Life Insurance Co, Rocket Pro, and Farm Bureau Financial Services. Outside of his advisory work, he is a partner and investor in a sports management business. 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, and retirement plan consulting, utilizing a range of portfolio management approaches and multiple custodial platforms.

Annuities ESG / Sustainable investing
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Charlie G

ChFC®, Series 63, Series 65, Series 66

Urbandale, IA

Integrity Alliance, LLC

Charlie Gipple is a financial advisor at Integrity Alliance, LLC with 18 years of industry experience. He holds the ChFC® designation along with Series 63, 65, and 66 licenses. Prior to joining Integrity Alliance in 2019, he worked at CG Financial Group, North American Life, and Partners Advantage Insurance. Outside of his advisory role, Gipple is the owner of CG Financial Group, a brokerage firm focused on educating insurance agents about life insurance and fixed annuity products. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans. The firm provides continuous asset management, financial planning, and retirement plan consulting through a network of independent advisers, utilizing a range of portfolio strategies and multiple custodial platforms.

Annuities ESG / Sustainable investing
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Bret B

Series 63, Series 65

Urbandale, IA

Integrity Alliance, LLC

Bret Bell is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 licenses and 34 years of industry experience. He has been with Integrity Alliance since 2018 and previously worked at Packerland Brokerage Services Inc. Bell also owns and operates Bell & Sons Inc., where he is involved in insurance sales, including fixed and indexed annuities, life, long-term care, and disability products. Integrity Alliance is a large advisory enterprise serving individual investors, corporations, and retirement plans. The firm offers a range of portfolio management and financial planning services through a network of over 300 independent advisers managing approximately $5.4 billion in assets.

Annuities ESG / Sustainable investing
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Aaron G

Series 66

Urbandale, IA

Integrity Alliance, LLC

Aaron Gremler is a financial advisor with Integrity Alliance, LLC, holding a Series 66 designation and four years of industry experience. He has worked at Brokers International Financial Services since 2022 and previously held roles at Brokers International and the University of Iowa. Outside of his advisory work, he serves on the board of Finworld, Inc., a cybersecurity solutions company, and is a partner in VJ Railroad, a real estate-related business. 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, utilizing both advisor-managed and model-based portfolios with various asset allocation strategies.

Annuities ESG / Sustainable investing
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Aaron P

Series 63, Series 65

Urbandale, IA

Integrity Alliance, LLC

Aaron Peterson is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Integrity Alliance since 2016 and also maintains a role at Lone Wolf Financial, LLC, which he has been involved with since 2005. Peterson is an independent insurance agent specializing in fixed and traditional insurance products. Integrity Alliance serves a diverse client base including individual investors, corporations, and qualified retirement plans. The firm operates as a large advisor network with over 300 representatives managing approximately $5.4 billion in assets, offering portfolio management, financial planning, and both wrap and non-wrap programs, with investment advice delivered through multiple platforms and approaches.

Annuities ESG / Sustainable investing
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