Michael Dean Lisle
Investment adviser representative at Integrity Alliance, LLC
29 yearsExperience
1 stateRegistered in
ChFC®Designation
$5.4BFirm assets
Are you Michael Dean Lisle? Claim your profile
Contact this firm
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
29 years in the industry.
- Integrity Alliance, LLC.Mar 2020 to now
- Brokers International Financial ServicesMar 2020 to now
- Mutual/united of Omaha Insurance CompanyOct 1997 to Mar 2020
- Mutual of Omaha Investor Services, Inc.Sep 1997 to Mar 2020
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law2005
State registrations
Registered as an investment adviser representative in 1 state (WI).
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
- 3014232
- Firm CRD
- 139627