Joseph Gerard Pometto
Investment Adviser Representative at Integrity Alliance, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Joseph Gerard Pometto is an investment adviser representative with Integrity Alliance, LLC in Oconomowoc, WI, where they have been registered since 2025. They have worked in the securities industry since 2015 and were previously registered with Principal Securities, Inc. They have passed 6 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Wisconsin.
Office
Advisors at this office: 2
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Wisconsin
- Broker:
1 state or territory
Wisconsin
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- SuiteDynamicsDec 2023 – Jan 2025Madison, WI
- MWA Financial Services, Inc.Sep 2008 – Apr 2025Rock Island, IL
- Amplified Music ProductionsMar 2008 – Apr 2025Ames, IA
- Anchor GroupMar 2022 – Nov 2023Sun Prairie, WI
- Wenger ConstructionApr 2020 – Mar 2022Campbellsport, WI
- Lift ConsultingNov 2018 – Apr 2020Madison, WI
- Selle FinancialApr 2018 – Mar 2025Morristown, NJ
- Dovetail Consulting, LLCOct 2023 – Apr 2025Marshall, WI
- Principal Securities IncApr 2025 – Aug 2025Marshall, WI
- Principal LIFE Insurance CoApr 2025 – Aug 2025Marshall, WI
- Integrity Alliance, LLCSep 2025 – no end date reportedMarshall, WI
- J.W Cole Financial, Inc.Sep 2026 – no end date reportedTampa, FL
- J.W Cole Advisors, Inc.Sep 2026 – no end date reportedTampa, FL
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Integrity Alliance, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Select Program - First $1,000,000 (min)1.00%
- Select Program - First $1,000,000 (max)2.80%
- Select Program - Next $2,000,000 (min)1.00%
- Select Program - Next $2,000,000 (max)2.20%
+2 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 372
- Offices listed on AdvisorFinder:
- 26
- Main office:
- Urbandale, IA
- SEC file number:
- 801-69742
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of May 13, 2026
View full firm profileOther advisors at Integrity Alliance, LLC
Showing 12 of 372 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Joseph Gerard Pometto has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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