Quinn Berven
Financial Professional at Integrity Alliance, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Quinn Berven is a financial professional associated with Integrity Alliance, LLC in Tampa, FL, where they have been associated since 2025, the year they entered the securities industry. They have passed the Series 65 (investment adviser) exam.
Registrations & licenses
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.
- Transparent Financial Services, LLCJul 2024 – Aug 2026Tampa, FL
- ASB FinancialSep 2022 – Jul 2024Tampa, FL
- Vantage MarketingMay 2016 – Sep 2022Tampa, FL
- Full-time EducationJan 2015 – May 2018Tallahassee, FL
- Integrity Alliance, LLCJul 2025 – Jun 2026Tampa, FL
- Aegis Wealth Management, Inc.Jun 2026 – Aug 2026Guthrie Center, FL
- Lincoln InvestmentAug 2026 – no end date reportedFort Washington, PA
Official records & sources
Data as of June 26, 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. Quinn Berven 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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