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Michelle Renee Stockman

Investment adviser representative at Integrity Advisory Solutions
14 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$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

14 years in the industry.

  1. Integrity Advisory SolutionsApr 2026 to now
  2. Integrity Alliance, LLCApr 2026 to now
  3. Principal Securities, Inc.Apr 2018 to Apr 2026
  4. Principal Asset ManagementMay 2017 to Apr 2026
  5. Principal Funds Distributor, IncMay 2017 to Apr 2026
  6. D.M. Kelly & CompanyJul 2012 to Apr 2017
  7. Dmkc Advisory Services, LLCJul 2012 to Apr 2017

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law2007

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
5010490
Firm CRD
288817
Advisor's SEC record (opens in a new tab)
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