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Overview

Services

Advisor Services

  • 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 Advisory, LLC 13 years, 10 months Mar 2005 - Present
Bankers & Investors Co. 19 years, 10 months Feb 1993 - Dec 2012

Designations & Memberships

  • Certified Public Accountant
    Designation
    Certified Public Accountant
    The Uniform CPA Examination protects the public interest by helping to ensure that only qualified individuals become licensed as U.S. Certified Public Accountants (CPAs). Individuals seeking to qualify as CPAs – the only licensed qualification in accounting – are required to pass the CPA Examination.

Articles and Answers

Insights by Anthony Moeller

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Answers

Ask a financial questionAsk a question
Laid off at 55 1/2. I understand that I won't be penalized if I have to use some 401 k money but am a bit confused.
If you are age 55 or older and separated from services (i.e., laid off) then you an withdraw funds directly from your 401(k) and pay normal income taxes, but not the 10% early withdrawal penalty. As such, if you need money for various expenses, be sure to pull directly from the 401(k). Otherwise, yo...  (more)
Answered Dec 2014
Is an indexed life insurance policy a viable option for a high income earner who is a wage earner?
Daniel, I am not a big fan of the type of life insurance you referenced, and the clients of mine who have purchased it (separate from me) over the years have not been satisfied with the results. That being said, you may want to see if you qualify for a a back door Roth IRA. This only works if you ...  (more)
Answered Dec 2014
    *Answers are submitted by advisors without compensation.

    Licenses & Conducts

    SEC
    U.S. Securities and Exchange Commission
    • license status
      Registered
    • disclosures
      None
    • as of date
      Aug 9, 2018
    FINRA
    FINRA
    • license status
      Not registered
    • disclosures
      None
    • as of date
      Aug 9, 2018
    Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

    Assets

    Advisor

    Last updated on Aug. 10, 2018
      • $91.1M
        Total Assets Under Management
      • $0
        Total Assets Under Advisement
      • 215
        number of clients
      • $423.7K
        Estimated Average Account Balance Per Client

    Integrity Advisory Group, LLC

    Last updated on May 19, 2017
      • $123.2M
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 581
        Accounts
      • $212.0K
        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