Integrity Alliance
47yrs
Top advisor by experience at Integrity Alliance
2yrs
Daniel Jeffries
Financial advisor at Integrity Alliance
Based in Urbandale, Iowa, Daniel Jeffries is a fiduciary financial advisor with 2 years of industry experience. Daniel has been with Integrity Alliance since 2025. Integrity Alliance offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 194 advisors with offices in Urbandale, and one of 177 fiduciaries.
At a glance
Experience2 years (since 2024)
How that compares ?2 years in the industry
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.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Jul 2025 – nowIntegrity Alliance, LLC.Current firm
Contact Daniel
(877) 886-1939Integrity Alliance main office 4135 NW Urbandale DrUrbandale, IA 50322Office · Get directions Firm websiteHTTP://WWW.INTEGRITYWEALTH.COM/WEALTH
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Questions to ask Daniel
Tailored to Daniel’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Daniel
How do I contact Daniel?
Call Integrity Alliance at (877) 886-1939 and ask for Daniel Jeffries. Daniel works from the Urbandale, IA office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2024, about 2 years. 2 years in the industry.
What licenses does Daniel hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Daniel a fiduciary?
Daniel is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Daniel paid?
Integrity Alliance reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Daniel 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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