Mallory Kole Sise

Employer firm

Integral Wealth Management CRD 146569

$674M regulatory AUM 2 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting

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

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

Current Employers

Employment History

• 08/2018 → 05/2022
  California State University Stanislaus
  Turlock, CA
• 11/2018 → 03/2020
  Crosspoint Church
  Modesto, CA
• 02/2022 → Present
  Integral Investment Advisors, Inc Dba Integral Wealth Management
  Turlock, CA
• 08/2014 → 06/2018
  Thomas Downey High School
  Modesto, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-10-03

Designations

• Certified Financial Planner