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Overview

Services

Advisor Services

  • Financial Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
  • Pension Consulting
    • -401k
    • -403b
    • -457
  • Portfolio Management
    • -Individuals and/or Small Businesses

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Integrity Capital Management LLC 12 years, 8 months Jun 2007 - Present

Designations & Memberships

  • Chartered Retirement Planning Counselor
    Designation
    Chartered Retirement Planning Counselor
    The CRPC Program focuses on the pre- and post-retirement needs of individuals, allowing you to transform the retirement planning process into a positive experience.

Articles and Answers

Insights by Angela Chapman

Risk Versus Return
Published 2013-06-21 08:44:15
A Great Little Book on Investing
Published 2013-04-30 10:42:00
The Foundation of Trust: Rules vs Values
Published 2013-04-30 10:39:01
The Foundation of Great Financial Advice
Published 2013-04-30 10:26:07
    *Articles are published by advisors without compensation.

    Answers

    Ask a financial questionAsk a question
    How do I withdraw my money?
    That depends on what kind of account you want to withdraw the money from as well as other factors including your age. Let's start with age. If you are age 59 1/2 or older and want to withdraw money from either a 401k account or an IRA, you can do so without penalty. You will pay income tax on wha...  (more)
    Answered Jun 2013
    Looking for a retirement class locally?
    Hi Karen, As Michael pointed out finding a truly objective and unbiased "retirement class" can be challenging. There are firms who do offer strictly educational programs on retirement issues, and they should be billed as such. Our firm hosts a no-cost, quarterly "Lunch and Learn" program on a var...  (more)
    Answered Nov 2013
      *Answers are submitted by advisors without compensation.

      Licenses & Conducts

      SEC
      U.S. Securities and Exchange Commission
      • license status
        Registered
      • disclosures
        None
      • as of date
        Jan 22, 2020
      FINRA
      FINRA
      • license status
        Not registered
      • disclosures
        None
      • as of date
        Jun 2, 2017
      Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

      Assets

      Integrity Capital Management LLC

      Last updated on March 29, 2019
        • $153.6M
          Total Assets Under Management
        • N/A
          Total Assets Under Advisement
        • 394
          Accounts
        • $389.8K
          Estimated Average Account Balance

      Fees

      Fee Only Advisor
      $
      This advisor has certified that they are compensated soley by their clients, and do not accept commisions or compensation of any kind based on the products they recommend.

      Types of Compensation Arrangements