Brandon Michael Bules

Employer firm

Integrity Advisory Solutions CRD 288817

$1.10B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• CONSULTING SERVICES

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

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

Current Employers

Employment History

• 02/2004 → Present
  Integrity Advisory Solutions
  Burlington, NC
• 09/2018 → 12/2020
  Sag 153
  Tampa, FL
• 08/1992 → 01/2018
  United States Army
  Fort Liberty, NC
• 07/2017 → Present
  The Bules Group
  Puyallup, WA

Other Businesses

1. The Bules Group; Investment related; 151 NE St Rte St 300 Suite B Belfair, WA 98528; LLC for DBA and office rental space; Managing Member; 07/01/2017; 0 hours per month; 0 hours during trading hours; LLC for DBA and office rental space 2. National Agent Alliance; Investment related; 1214 Turrentine St Burlington, NC 27215; Fixed insurance & annuity sales; Agent; 05/18/2015; 20 hours per month; 0 hours during trading hours; Fixed insurance & annuity sales 3. Bules Farms, LLC; Not investment related; 19327 Co Rd 74 Peetz, CO 80747; Farming; Manager; 01/01/2021; 2 hours per month; 1 hour during trading hours; Farming is hired out in crop share fashion so there are minimal requirements and duties. 4. Integrated Trust Systems; not investment-related; 15406 Meridian E, Ste. 205, Puyallup, WA; Estate planning consultation and program enrollment; Estate Planning Advisor; 01/01/2024; 15 hours per month; 7 hours during securities trading hours; Estate planning consultation and program enrollment

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-02-07