Elizabeth Husserl
Investment adviser representative at Integrity Alliance, LLC
14 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
14 years in the industry.
- Integrity Alliance, LLC.Nov 2025 to now
- Peak360 Wealth ManagementMay 2019 to now
- Evolve Wealth PlanningFeb 2016 to now
- Lion Street AdvisorsAug 2019 to Nov 2025
- Lion Street FinancialAug 2019 to Nov 2025
- Ameritas Investment CorpOct 2012 to Aug 2019
- Ameritas Life Insurance CorpSep 2012 to Aug 2019
- David White & AssociatesAug 2012 to May 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 6107210
- Firm CRD
- 139627