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Andrei J Murphy

5 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement Planning
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
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Location

4135 NW Urbandale Dr, Urbandale, IA, 50322

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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 ActivitiesSells Insurance

Andrei is the President and Owner of Insurance Solutions of Iowa, marketing health, life, fixed, and FIA insurance products, dedicating about 10-20% of his time. He is also President and Owner of Retirement Solutions of Iowa LLC, a DBA for his advisory business, spending about a quarter of his time, and a Board Director for the Indianola Chamber of Commerce, spending a few hours per week.

Employment History
Current Registrations
Integrity Alliance, LLC.Broker
February 2021 - Present · 5 yrs
Integrity Alliance, LLC
January 2021 - Present · 5 yrs 1 mo
Previous Registrations
Ing Financial Advisers, LLCBroker
January 2013 - March 2013 · 2 mos
State Registrations2 states
IATX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Andrei J Murphy - Financial Advisor | TrueAdvisor