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Robert Joseph Steinmetz

Integrity Advisory Solutions

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About Robert Joseph Steinmetz

Robert Joseph Steinmetz is a registered investment advisor representative in Iowa, Missouri, Nebraska and Texas. Robert has been a registered investment advisor representative for over 2 years and is currently registered with Integrity Advisory Solutions and WR Wealth Planners LLC. Robert has a Series 65 license and has taken the Uniform Investment Adviser Law Examination. Robert’s specializations include retirement planning, college savings and estate planning. Robert is committed to providing his clients with personalized financial advice and helping them achieve their financial goals.

Firm Information

Robert Steinmetz is currently registered with Integrity Advisory Solutions. Integrity Advisory Solutions is a Dallas, TX-based registered investment advisor with approximately $147,498,323 in regulatory assets under management. The firm provides financial planning, selection of other advisors, and portfolio management for individuals and high-net-worth individuals. Integrity Advisory Solutions also offers consulting services and participates in a wrap fee program. They have a total of 783 accounts, including 783 discretionary accounts and 0 non-discretionary accounts. The firm has 24 licensed agents, 35 investment adviser representatives, 23 registered representatives, 39 investment advisory functions, and 17 adviser representatives for other investment advisors.
Integrity Advisory Solutions

1445 ROSS AVE FL 55

DALLAS, TX 75202

$147.50M

Assets Under Management

Not reported

Total Clients

50

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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consulting services

Consulting services

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Robert Steinmetz’s Registration & Firm History

TX

09/05/2024 - Present

Integrity Advisory Solutions (DALLAS TX)

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Licenses & Designations

IA

Issued 06/30/2021

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Robert Joseph Steinmetz.
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