Daniel Evan Gombrich
Investment adviser representative at Integrity Alliance, LLC
10 yearsExperience
3 statesRegistered 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
10 years in the industry.
- Integrity Alliance, LLC.Apr 2023 to now
- Gladstone Wealth PartnersDec 2022 to Apr 2023
- Gradient Securities LLCOct 2018 to Dec 2022
- Questar Asset ManagementMay 2018 to Oct 2018
- Finrev Financial, LLCApr 2018 to Nov 2019
- American Senior BenefitsJan 2016 to May 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 3 states (AZ, IA, TX).
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
- 6950756
- Firm CRD
- 139627