Jeffrey Alan Trier
Investment adviser representative at Integrity Advisory Solutions
25 yearsExperience
1 stateRegistered in
ChFC®Designation
$1.1BFirm assets
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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
Experience
25 years in the industry.
- Integrity Advisory SolutionsAug 2026 to now
- Integrity AllianceAug 2026 to now
- Principal Asset ManagementOct 2019 to Aug 2026
- Principal Funds DistributorSep 2019 to Aug 2026
- Principal Securities IncMar 2016 to Aug 2026
- Principal Life Insurance CoMar 2001 to Jun 2024
Designations
- ChFC®
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (IA).
Integrity Advisory Solutions
Legal name: Integrity Advisory Solutions, LLC
$1.1BAssets managed
2,428Clients
127Advisers
4 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
- 3229867
- Firm CRD
- 288817