Loren Wengerd
Investment adviser representative at Integrity Financial Corporation
13 yearsExperience
1 stateRegistered in
$868.1MFirm assets
10 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 assets
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 Financial CorporationApr 2022 to now
- IntegrityMar 2022 to now
- Halo AudioDec 2013 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (WY).
Integrity Financial Corporation
$868.1MAssets managed
1,450Clients
14Advisers
10 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
- 7516129
- Firm CRD
- 137125