Dalton Lehnen
Investment adviser representative at Integrity Alliance, LLC
13 yearsExperience
2 statesRegistered 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
13 years in the industry.
- Integrity Alliance, LLC.Jul 2026 to now
- Kovack Securities, Inc.Jul 2024 to now
- Schwan Financial GroupJul 2024 to now
- Harrisburg BaseballJun 2021 to now
- Onegroup Wealth Partners, IncSep 2023 to Apr 2024
- Hand Securities, IncFeb 2022 to Jul 2024
- Bpas IncSep 2020 to Jul 2024
- Fringe Benefits Design of Minnesota, Inc.Sep 2020 to Jul 2024
- Minnesota MashSep 2020 to Oct 2020
- Sterling State BankOct 2019 to Feb 2020
- Merrill LynchJan 2018 to Dec 2018
- New York YankeesJun 2017 to Jun 2020
- UnemployedJan 2017 to May 2017
- Legends Golf ClubAug 2013 to Dec 2016
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
- Series 63 · Uniform Securities Agent State Law2022
State registrations
Registered as an investment adviser representative in 2 states (MN, SD).
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
- 7026933
- Firm CRD
- 139627