Nichole Renee Zahner
Investment adviser representative at Integrity Alliance, LLC
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$5.4BFirm 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
- Seminars and workshops
Experience
12 years in the industry.
- Integrity Alliance, LLC.Nov 2025 to now
- Riskbridge Advisors, LLCMar 2025 to now
- Lion Street AdvisorsFeb 2020 to Nov 2025
- Lion Street FinancialFeb 2020 to Nov 2025
- Finley Davis FinancialDec 2014 to Mar 2025
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (OR).
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
- 6434297
- Firm CRD
- 139627