Integrity Alliance
47yrs
Top advisor by experience at Integrity Alliance
3yrs
Caleb Sumner has worked in the financial industry for 3 years and is a fiduciary financial advisor based in Urbandale, Iowa. Caleb joined Integrity Alliance in 2025, a firm offering financial planning, investment management, and retirement plan consulting. The firm 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
Experience3 years (since 2024)
How that compares ?3 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.
Series 66Uniform Combined State Law Examination
Career
- Aug 2025 – nowIntegrity Alliance, LLC.Current firm
Contact Caleb
(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 Caleb
Tailored to Caleb’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 Caleb
How do I contact Caleb?
Call Integrity Alliance at (877) 886-1939 and ask for Caleb Sumner. Caleb works from the Urbandale, IA office.
How long has Caleb been a financial advisor?
Caleb has been in the industry since 2024, about 3 years. 3 years in the industry.
What licenses does Caleb hold?
Series 66. Tap any license on this page to see what it allows.
Is Caleb a fiduciary?
Caleb is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Caleb paid?
Integrity Alliance reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Caleb 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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