Robert Soules
Investment adviser representative at Integrity Advisory Solutions
10 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
10 years in the industry.
- Integrity Advisory SolutionsOct 2025 to now
- Key Retirement SolutionsOct 2023 to now
- Bankers Life Advisory Services, IncMay 2020 to Oct 2023
- Bankers Life & Casualty, IncMar 2018 to Oct 2023
- Sky River RvFeb 2017 to Mar 2018
- UnemployedSep 2016 to Feb 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (AZ).
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
- 7252299
- Firm CRD
- 288817