Stephen Michael Waltar
Investment adviser representative at Integrity Advisory Solutions
24 yearsExperience
1 stateRegistered in
$1.1BFirm assets
4 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
Experience
24 years in the industry.
- Integrity Advisory SolutionsApr 2024 to now
- Assurance Financial, Inc.Jul 2004 to now
- Stephen M. Waltar, Ps dba Legacy Estate Planning, LLCNov 2000 to now
- Brokers FinancialJan 2024 to Apr 2024
- Guide Advisors, Inc. Fka Geer Financial Group, Inc.Oct 2016 to Jan 2022
Exams passed
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 1 state (WA).
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
- 6713617
- Firm CRD
- 288817