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Advisors / Iowa / Urbandale
32yrs

Christopher Stewart

Financial advisor at Integrity Alliance

Based in Urbandale, Iowa, Christopher Stewart is a fiduciary financial advisor with 32 years of industry experience. Christopher has been with Integrity Alliance since 2017; before that, Christopher spent nine years at Osaic FS and two years at B. Riley Wealth Advisors. Christopher holds the CFP® designation.

One of 194 advisors with offices in Urbandale, and one of 177 fiduciaries.

Urbandale, IA 50322CFP®Top 12% by experience in UrbandaleFiduciary advisor
Call the officeDirections

At a glance

Experience32 years (since 1994)
How that compares ?Top 12% by experience in Urbandale
Office4135 NW Urbandale Dr, Urbandale, IA 50322
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$454,036
Advisors at the firm344
States licensed ?1 state

Services through Integrity Alliance

Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshops

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Designations

CFP®

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination

Career

  1. 2017 – now
  2. 2008 – 2017
    Osaic FS, Inc.Previously
  3. Jan 2006 – Jul 2007

Questions to ask Christopher

Tailored to Christopher’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. At a firm this size, will I work with you directly or with a service team?
  3. What does a financial plan with you include, and how often is it updated?
  4. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  5. Where would my money be held, and will I get statements directly from that firm?
  6. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About Christopher

How do I contact Christopher?

Call Integrity Alliance at (877) 886-1939 and ask for Christopher Stewart. Christopher works from the Urbandale, IA office.

How long has Christopher been a financial advisor?

Christopher has been in the industry since 1994, about 32 years. Top 12% by experience in Urbandale.

What licenses does Christopher hold?

Series 63, Series 65. Tap any license on this page to see what it allows.

Is Christopher a fiduciary?

Christopher is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Christopher paid?

Integrity Alliance reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Christopher for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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