Keith Fetzer
Investment adviser representative at Integrity Alliance, LLC
23 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
23 years in the industry.
- Integrity Alliance, LLC.Oct 2025 to now
- Perspective Insurance GroupOct 2025 to now
- Keith W Fetzer CpaOct 2017 to now
- Century 21 All Service, Inc.Aug 2017 to now
- AflacNov 2016 to now
- Rupp and Fiore Insurance ManagementNov 2016 to now
- Kj Fetz Properties IncJul 2003 to now
- Musser Forests, Inc.Oct 2002 to now
- Cetera Investment Advisers LLCSep 2025 to Oct 2025
- Cetera Wealth Services, LLCSep 2025 to Oct 2025
- Howard Hanna Heritage Real EstJun 2018 to Dec 2020
- Remax Real Estate AgentAug 2017 to Jun 2018
- Avantax Advisory ServicesNov 2012 to Sep 2025
- Avantax Insurance Agency IncOct 2012 to Sep 2025
- Avantax Investment Services, Inc.Jun 2012 to Sep 2025
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 65 · Uniform Investment Adviser Law2012
State registrations
Registered as an investment adviser representative in 1 state (PA).
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
- 5825422
- Firm CRD
- 139627