Daniel Evan Gombrich

Employer firm

Integrity Alliance, LLC. CRD 139627

$5.41B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2018 → 10/2018
  Questar Asset Management
  Minneapolis, MN
• 01/2016 → 05/2018
  American Senior Benefits
  Scottsdale, AZ
• 10/2018 → 12/2022
  Gradient Securities Llc
  Arden Hills, MN
• 04/2018 → 11/2019
  Finrev Financial, Llc
  Mesa, AZ
• 12/2022 → 04/2023
  Gladstone Wealth Partners
  Phoenix, AZ
• 04/2023 → Present
  Integrity Alliance, Llc
  Scottsdale, AZ

Previous Registrations

• 2022-12-22 → 2023-04-05
  Gladstone Wealth Partners
  Palm Beach Gardens, FL
  Phoenix, AZ
  Johnston, IA
• 2018-10-15 → 2022-12-31
  Gradient Securities, Llc
  Scottsdale, AZ
  Arden Hills, MN
  Lone Tree, CO
  Aurora, CO
  Scottsdale, AZ
  Lone Tree, CO
  Arden Hills, MN
  Phoenix, AZ
• 2018-05-21 → 2018-10-12
  Questar Asset Management, Inc.
  Scottsdale, AZ
  Minneapolis, MN

Other Businesses

1) Heartland Retirement Group; not investment related; 2200 E Camelback RD, Ste 225, Phoenix, AZ 85016; Insurance Sales; Insurance Agent; 01/01/2016; 60 hours per month; 20 hours during security hours; Insurance sales 2) Gombrich Consulting, LLC; not investment Related; 2137 E Rosemonte Dr, Phoenix, AZ 85024; Insurance Sales; Owner; 10/12/2022; 0 hours per month; 0 hours during security hours; LLC for fixed insurance sales 3) HRG Desert Division, LLC; not investment related; 2200 E Camelback RD, Ste 225, Phoenix, AZ 85016; Insurance; Partner; 03/17/2022; 4 hours per month; 4 hours during security hours; Insurance sales overrides 4) Heartland Retirement Group Wealth Management; Investment Related; 2200 E Camelback RD, Ste 225, Phoenix, AZ 85016; Investments, financial advising; Investment Adviser Rep; 01/01/2023; 40 hours per month; 40 hours during security hours; DBA for securities

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-05-01

Other Names

• Daniel Evan Gombrich
• Daniel E Gombrich