John Phillip Kohles
Investment adviser representative at Integrity Alliance, LLC
19 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
19 years in the industry.
- Integrity Alliance, LLC.May 2026 to now
- American Senior BenefitsOct 2023 to now
- Gradient Wealth ManagementJan 2025 to Apr 2026
- Gradient Securities, LLCSep 2024 to Apr 2026
- Lone Wolf TechnologyOct 2022 to Sep 2023
- Allstate Distributors LLCNov 2016 to Oct 2021
- Allstate Insurance CoDec 2007 to Sep 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (NE).
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
- 6729769
- Firm CRD
- 139627