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Anthony Charles Peck

Integrity Alliance, LLC.

Johnston, IA

Urbandale, IA

Johnston, IA

CRD 7716810

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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
IA RA APPROVED 2023-05-03
  • IA RA
    APPROVED
    Since 2023-05-03

Branch Locations

9245 Northpark Dr, Johnston, IA 50131 • United States

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

9245 Northpark Dr, Johnston, IA 50131 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Integrity Alliance, Llc Johnston IA 05/2023 Present
Mary Greeley Medical Center Ames IA 01/2013 03/2017
Heartland Retirement Group/American Senior Benefits/Integrity Johnston IA 02/2017 Present
  • 05/2023 → Present
    Johnston, IA
  • 01/2013 → 03/2017
    Mary Greeley Medical Center
    Ames, IA
  • 02/2017 → Present
    Heartland Retirement Group/American Senior Benefits/Integrity
    Johnston, IA
Other Businesses

1) ACP Financial LLC; not investment related; 17007 Hickory Dr, Urbandale, IA 50323; S-Corp for fixed insurance business; Owner/CEO; 07/17/2022; 160 hours per month; 8 hours during security hours; Insurance Sales 2) Heartland Retirement Group/American Senior Benefits/Integrity Marketing; not investment related; 9245 Northpark Dr, Johnston, IA 50131; Fixed insurance; Sales Director; 02/06/2017; 160 hours per month; 160 hours during security hours; Sales of Health / Life / Fixed Annuity insurance products

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-01-12
  • S65 Uniform Investment Adviser Law Examination
    2023-01-12

View on SEC IAPD

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