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Independent Advisor Alliance, LLC CRD 168267
$17.2B regulatory AUM 533 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
11215 N. Community House Rd. Ste. 775, Charlotte, NC 28277 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ND | RA | APPROVED | 2026-01-15 |
Branch Locations
1930 Burnt Boat Dr. Suite A, Bismarck, ND 58503 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| National Information Solutions Cooperative | Mandan | ND | 05/2019 | 04/2023 |
| Gate City Bank | Bismarck | ND | 08/2018 | 05/2019 |
| Total Quality Maintenance | Bismarck | ND | 02/2018 | 08/2018 |
| University Of Mary | Bismarck | ND | 09/2017 | 04/2020 |
| Unlimited Lawn Care | Minot | ND | 05/2017 | 09/2017 |
| Des Lacs Burlington High School | Des Lacs | ND | 08/2012 | 05/2017 |
| Lpl Financial | Bismark | ND | 04/2023 | Present |
| Independent Advisor Alliance | Charlotte | NC | 01/2026 | Present |
1) 04/20/2023 - North Point Financial Planners - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 04/2023 - 160 Hr/Mth 2) 01/07/2026 - North Point Financial Planners - DBA for RIA Business - Inv Rel - At Reported Business Location(s) - Start: 01/2026 - 160 Hr/Mth 3) 04/05/2024 - Independent Advisor Alliance - Registered Investment Advisor Hybrid - Admin - Investment Related - At Reported Business Location(s) - Start Date 03/26/2024 - 160 Hours Per Month/ 160 Hours During Trading - I provide administrative support to Independent Advisor Alliance, LLC, an independent investment advisor firm. I started this business activity 3/2024. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm¿s Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-03-06 |
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