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Advisors / Iowa / Urbandale
6yrs

Wayne Carrick

Financial advisor at Integrity Alliance

Urbandale, IA 50322Fiduciary advisor
Call the officeDirections

At a glance

Experience6 years (since 2020)
How that compares ?6 years in the industry
Office4135 NW Urbandale Dr, Urbandale, IA 50322
How the firm is paid ?Percent of assets, Hourly, Flat fee
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.

Licenses

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

Uniform Investment Adviser Law Examination

Career

  1. 2022 – now
    Integrity Alliance, Llc.Current firm
  2. Mar 2021 – Sep 2021
    Integrity Alliance, Llc.Previously

Questions to ask Wayne

Tailored to Wayne’s registration and firm.

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

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Wayne

How do I contact Wayne?

Call Integrity Alliance at 877-886-1939 and ask for Wayne Carrick. Wayne works from the Urbandale, IA office.

How long has Wayne been a financial advisor?

Wayne has been in the industry since 2020, about 6 years. 6 years in the industry.

What licenses does Wayne hold?

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

Is Wayne a fiduciary?

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

How is Wayne paid?

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

Official record as of October 2, 2026.

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

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