Aaron Mathew Smith
Investment adviser representative at Integrity Alliance, LLC
33 yearsExperience
1 stateRegistered in
$5.4BFirm assets
17 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
33 years in the industry.
- Integrity Alliance, LLC.Apr 2024 to now
- Brokers International Financial ServicesApr 2024 to now
- Aaron Smith Insurance AgencyAug 1993 to now
- State Farm Investment Management CorpJun 2023 to Jan 2024
- State Farm Investment Management CorpJul 2018 to May 2019
- State Farm Vp Management Corp.Jan 1998 to Jan 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (SD).
Integrity Alliance, LLC
$5.4BAssets managed
10,885Clients
335Advisers
17 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2188069
- Firm CRD
- 139627