TrueAdvisor
TrueAdvisor
BK
BK

Brian Lee Klitzke

Integrity Alliance, LLC
19 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement Planning
Integrity Alliance, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
425 advisors
Number of Clients
14,148 clients
Average Client Portfolio
$170K average
Assets Under Management
$2.4B

Fee Structure

Minimum Investment:None

Location

711 High St, Des Moines, IA, 50392

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Brian is a part owner of Crank Werks LLC, a bicycle building company, since 2015. This activity is not investment-related.

Employment History
Current Registrations
Integrity Alliance, LLC.Broker
August 2025 - Present · 6 mos
Integrity Advisory Solutions
August 2025 - Present · 6 mos
Integrity Alliance, LLC
August 2025 - Present · 6 mos
Previous Registrations
Principal Securities, INC.
August 2014 - August 2025 · 11 yrs
Principal Securities, INC.Broker
August 2014 - August 2025 · 11 yrs
Ing Financial Advisers, LLCBroker
September 2011 - October 2013 · 2 yrs 1 mo
Ing America Equities, INC.Broker
September 2011 - October 2013 · 2 yrs 1 mo
Directed Services LLCBroker
September 2011 - October 2013 · 2 yrs 1 mo
Ing Investment Advisors, LLCBroker
September 2011 - October 2013 · 2 yrs 1 mo
Ing Financial Partners, INC
March 2007 - August 2014 · 7 yrs 5 mos
Ing Financial Partners, INC.Broker
March 2007 - August 2014 · 7 yrs 5 mos
Waddell & Reed, INC.
June 2006 - March 2007 · 9 mos
Waddell & Reed, INC.Broker
April 2006 - March 2007 · 11 mos
State Registrations1 state
IA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.