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Justin Taylor Kratzer

Integrity Alliance, LLC.

Lititz, PA

Urbandale, IA

Lancaster, PA

CRD 7051853

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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:

Current Employers
Integrity Alliance, Llc.

4135 Nw Urbandale Dr, Urbandale, IA 50322 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2019-01-02
  • PA RA
    APPROVED
    Since 2019-01-02

Branch Locations

Lititz, PA • United States

4135 Nw Urbandale Dr, Urbandale, IA 50322 • USA

1394 Harrisburg Pike, Lancaster, PA 17601 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Insurance Services, Llc Greensburg PA 11/2006 Present
United States Marine Corps Lititz PA 08/2008 Present
Kratzer Advisory Group, Llc Lititz PA 09/2017 Present
  • 11/2006 → Present
    Insurance Services, Llc
    Greensburg, PA
  • 08/2008 → Present
    United States Marine Corps
    Lititz, PA
  • 09/2017 → Present
    Kratzer Advisory Group, Llc
    Lititz, PA
Other Businesses

1)United States Marine Corp, Reserve Artillery Officer, in service one weekend a month and two weeks of annual training. Start Date 10/2008, hours per month 16, during trading hours 0. 2)Kratzer Advisory Group LLC, 11 Julie Terrace, Lititz, PA 17543, Broker; Fixed insurance, Life and health, P&C, write appropriate insurance products to solve clients needs, start 11/2006, hours per month 160, during trading hours 160

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-10-26
  • S65 Uniform Investment Adviser Law Examination
    2018-10-26

View on SEC IAPD

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