INTEGRITY ALLIANCE, LLC

← Back to list

UUID68fb7eb2-beda-5eae-bcf3-4f36e77ec2c6

TypeASSET_MANAGER

Status—

Created2025-10-23 02:23:50

Updated2025-10-23 02:24:35

Available Loaders

SEC Form ADV (XLSX Metrics)

Loads advanced metrics from the monthly IAPD XLSX exports (RAUM breakdown, client mix, service flags) into the adv_metrics table.

Open
SEC Form ADV Part 1 (Bulk)

Loads Form ADV Part 1 bulk data from the local CSV snapshot. Includes headquarters info, aliases, control persons, and evidence links.

Open

Identifiers

Authority	Identifier	Display	As Of	Confidence
adv_crd	139627	139627	—	1.0
sec_file_number	801-69742	801-69742	—	—

Profile

WebsiteHTTP://WWW.BROKERSIFS.COM

HQ CityURBANDALE

HQ StateIA

HQ CountryUnited States

AUM (USD)—

AUM As OfNone

Aliases:

B.I. FINANCIAL AND INSURANCE SERVICES, LLC adv_part1_schedule_d_6a
BI FINANCIAL SERVICES adv_part1_schedule_d_6a
BROKERS INTERNATIONAL FINANCIAL AND INSURANCE SERVICES adv_part1_schedule_d_6a

ADV Metrics

Assets & Accounts

RAUM (total)2,409,759,253.0
RAUM (discretionary)2,409,759,253.0
Actionable assets388,093,067.0
Accounts14,148.0

Institutional Clients

Government AUM—
Pension AUM—
Charitable AUM5,564,012.0
HNW AUM327,851,441.0

As of 2025-05-28 00:00:00 • Source ia09022025.xlsx

People

Name	Title	Role	Email	Evidence
AMERICAN INDEPENDENT MARKETING, LLC	DIRECT OWNER	OFFICER	—	{"filing_id": "2018551", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
AUKES, BRIAN EDWARD	PRESIDENT	OFFICER	—	{"filing_id": "2018551", "owner_id": "2712193", "source": "adv_part1", "table": "Schedule_A_B"}
BAKER, ANDREA K	CHIEF FINANCIAL OFFICER/FINOP	OFFICER	—	{"filing_id": "2018551", "owner_id": "5533991", "source": "adv_part1", "table": "Schedule_A_B"}
GOLDENCARE HOLDINGS, INC.	INDIRECT OWNER	OFFICER	—	{"filing_id": "2018551", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
HECKLER, CARIE MARIE	CHIEF COMPLIANCE OFFICER	OFFICER	—	{"filing_id": "2018551", "owner_id": "4557559", "source": "adv_part1", "table": "Schedule_A_B"}
INTEGRITY MARKETING ACQUISITION, LLC	INDIRECT OWNER	OFFICER	—	{"filing_id": "2018551", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
INTEGRITY MARKETING INTERMEDIATE	INDIRECT OWNER	OFFICER	—	{"filing_id": "2018551", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
INTEGRITY MARKETING PARENT, LLC	INDIRECT OWNER	OFFICER	—	{"filing_id": "2018551", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
INTEGRITY MARKETING PARTNERS, LLC	INDIRECT OWNER	OFFICER	—	{"filing_id": "2018551", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
INTEGRITY, LLC	INDIRECT OWNER	OFFICER	—	{"filing_id": "2018551", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
MUJDZIC, BELMA	OPERATIONS DIRECTOR	OFFICER	—	{"filing_id": "2018551", "owner_id": "4629710", "source": "adv_part1", "table": "Schedule_A_B"}
OSBY, ANDREW ALLEN	CHIEF INVESTMENT OFFICER	OFFICER	—	{"filing_id": "2018551", "owner_id": "4202621", "source": "adv_part1", "table": "Schedule_A_B"}

Outbound Affiliations

Relation	Organization	Last Updated	Evidence
No outbound affiliations.

Inbound Affiliations

Relation	Organization	Last Updated	Evidence
No inbound affiliations.

Evidence

adv_part1

data/raw/sec_adv/raw_adv/ADV_Filing_Data_20250901_20250930/IA_ADV_Base_A_20250901_20250930.csv 2025-10-23 02:24:35 • csv
```
{
  "date_submitted": "09/26/2025 05:23:33 PM",
  "filing_id": "2018551",
  "reg_type": "IA"
}
```