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Our Firm

Integrity Wealth Management

Someone once said that integrity is doing the right thing even when no one else is watching. Fifteen years ago when I started building my business the main principle that I set for myself was to build a business with integrity and always do what I thought was best for the client. It didn’t mean that I would always be right but that at the end of the day I would know that I did what I thought was best for the client at that time. As much as this business is about investments, it’s also about trust and this is something I do not regard lightly.

As the financial world has become more sterile and impersonal, we understand that some investors are looking for someone that will get to know them and take the time to understand their needs and their goals. At Integrity Wealth Management our clients are not numbers they are relationships. At Integrity Wealth Management we are in the relationship business with our customers and we value those relationships.

There are many things in the investment world that we cannot control but what we can control is the service that we give out clients. Whether you are in retirement or many years from retirement we would like the opportunity to earn your business and your trust.

Who is Investment Centers of America, Inc.?

Investment Centers of America

Investment Centers of America, Inc. (ICA) is the broker dealer that we conduct business through. Based in Bismarck, North Dakota ICA is an independent broker dealer that has been a leading provider of investments and insurance products through community banks and independent offices since 1985. With nearly 400 professional advisors, ICA uses a client-focused approach to support independent financial advisors in meeting their customers’ goals. As a result, ICA’s financial advisors have the resources that they need to help their clients meet their investment and financial planning needs. For more information on ICA visit www.investmentcenters.com

Who is Pershing, LLC?

ICA clears it’s securities trading through Pershing, LLC which is one of the largest clearing firms in the industry. Pershing is composed of 4,300 highly focused, experienced personnel developing and supporting more than 1,100 financial organizations worldwide.

Pershing is a member of the Securities Investors Protection Corporation (SIPC) that protects a client’s assets up to $500,000, of which $250,000 can be in cash. SIPC protection does not cover any losses due to market fluctuations. More information about SIPC protection can be obtained at www.sipc.org.

Pershing carries “excess SIPC” (in excess of the SIPC limits discussed above) protection through a private insurance company, Customer Asset Protection Company (CAPCO), for the net equity of your clients’ securities positions and cash in their accounts in excess of the SIPC limits. Net equity refers to the value of your clients’ securities, plus cash minus any amount that may be owed, such as margin loan. CAPCO is a captive insurance company licensed by the state of Vermont. More information on CAPCO can be obtained at www.capcoexcess.com.

Disclosure: Pershing, LLC, a subsidiary of The Bank of New York Mellon Corporation.

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  • (405) 896-0960

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