Michelle Renee Stockman
Investment Adviser Representative at Integrity Alliance, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Michelle Renee Stockman is an investment adviser representative in Urbandale, IA, currently registered with Integrity Alliance, LLC and Integrity Advisory Solutions. They have worked in the securities industry since 2006 and have been registered with 6 firms, including Principal Asset Management and DMKC Advisory Services, LLC. They have passed 13 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 24 (general securities principal). They are registered to provide investment advice in Iowa.
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:
- Iowa
- Broker:
51 states and territories
Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, Wyoming
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.
- DMKC Advisory Services, LLCJul 2012 – Apr 2017Des Moines, IA
- D.m. Kelly & CompanyJul 2012 – Apr 2017Des Moines, IA
- Principal Funds Distributor, INCMay 2017 – Apr 2026Des Moines, IA
- Principal Securities, Inc.Apr 2018 – Apr 2026Des Moines, IA
- Principal Asset ManagementMay 2017 – Apr 2026Des Moines, IA
- Integrity Alliance, LLCApr 2026 – no end date reportedUrbandale, IA
- Integrity Advisory SolutionsApr 2026 – no end date reportedUrbandale, IA
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. Michelle Renee Stockman 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.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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