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Loren Wengerd

Integrity Financial Corp.

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About Loren Wengerd

Loren Wengerd is an investment advisor representative with Integrity Financial Corp. and has been in the industry since March 2011. Loren is registered with the state of Wyoming. Loren is also the owner of Halo Audio, LLC which provides audio services. Loren specializes in financial planning, pension consulting, and portfolio management for individuals and pooled investment vehicles. Loren has experience working with individuals, charitable organizations, corporations, pension plans, and high-net-worth individuals. Loren has also been recognized by the state of Wyoming.

Firm Information

Loren Wengerd is currently registered with Integrity Financial Corp.. Integrity Financial Corp. is an investment advisor located in Cheyenne, WY. They have 18 licensed agents, 18 investment advisor representatives, and $549,126,443 in regulatory assets under management. They offer financial planning, pension consulting, educational seminars, portfolio management for businesses and individuals, and portfolio management for pooled investment vehicles. They primarily serve individuals other than high-net-worth individuals, pension and profit-sharing plans, high-net-worth individuals, corporations or other businesses, and charitable organizations.
Integrity Financial Corp.

2515 WARREN AVE, SUITE 500

CHEYENNE, WY 82001

$549.13M

Assets Under Management

328

Total Clients

16

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Loren Wengerd’s Registration & Firm History

WY

04/22/2022 - Present

Integrity Financial Corp. (Jackson WY)

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Licenses & Designations

IA

Issued 10/08/2021

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Loren Wengerd.
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