MF
Michael A. Ferrer
INTEGRITY ADVISORY SOLUTIONS
Littleton, CO
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CRD#: 4805251
MF
Professional summary
Michael A Ferrer, CIMA®, who also goes by Michael Anthony Ferrer, is a registered financial advisor currently at INTEGRITY ADVISORY SOLUTIONS located in Littleton, Colorado and INTEGRITY CAPITAL, LLC located in Scottsdale, Arizona.
Michael is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2004. Michael has worked at 11 firms and has passed the Series 65, Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Michael Anthony Ferrer
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. Annexus Holdings, LLC, Not Investment-Related, 16767 N Perimeter Drive, Suite 320, Scottsdale, AZ, 85260, Independent Distributor of Life and Health Insurance and Wealth Management Services, Vice President - National Sales Director, 09/2024, 160 Hours Per Month During Trading Hours, Distribution of Fixed Index Annuity Sales. 2. Rental Property (Intermediate & Long-Term), Investment Related, 9761 Taylor River Cir, Littleton, CO 80125, Owner of Rental Property, 07/2020, 1-4 Hours Per Month During Trading Hours, Owner (No Day-to-Day Responsibilities).
CRS (Client Relationship Summary) - RIA
Click below to view Michael A Ferrer's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
Experience
Current
October 18, 2024 - Present
INTEGRITY ADVISORY SOLUTIONS
RIA
CRD#: 288817
Littleton, CO
Current
September 5, 2024 - Present
INTEGRITY CAPITAL, LLC
Office #1: 16767 N. Perimeter Drive Suite 320, Scottsdale, AZ 85260BD
CRD#: 285198
Scottsdale, AZ
Past
May 25, 2022 - September 5, 2024
BLACKROCK INVESTMENT MANAGEMENT, LLC
RIA
CRD#: 108928
Denver, CO
Past
May 25, 2022 - September 5, 2024
BLACKROCK INVESTMENTS, LLC
BD
CRD#: 38642
Denver, CO
Past
May 3, 2021 - March 4, 2022
MACQUARIE INVESTMENT MANAGEMENT BUSINESS TRUST
RIA
CRD#: 105390
PHILADELPHIA, PA
Past
May 3, 2021 - March 4, 2022
DELAWARE DISTRIBUTORS, L.P.
BD
CRD#: 14232
PHILADELPHIA, PA
Past
February 11, 2019 - April 21, 2021
WADDELL & REED
RIA
CRD#: 866
OVERLAND PARK, KS
Past
October 22, 2018 - April 21, 2021
WADDELL & REED
BD
CRD#: 866
OVERLAND PARK, KS
Past
October 22, 2018 - August 31, 2021
IVY DISTRIBUTORS, INC.
BD
CRD#: 16496
OVERLAND PARK, KS
Past
March 6, 2006 - October 9, 2018
OPPENHEIMERFUNDS DISTRIBUTOR, INC.
BD
CRD#: 7834
NEW YORK, NY
Past
September 28, 2004 - January 5, 2006
IDS LIFE INSURANCE COMPANY
BD
CRD#: 6321
MINNEAPOLIS, MN
Past
September 28, 2004 - January 5, 2006
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
MINNEAPOLIS, MN
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
IA
INTEGRITY ADVISORY SOLUTIONS
ALLIANCE APETE FINANCIAL | ZLF ADVISORY SERVICES | WISE WEALTH STEWARDSHIP, INC | WEALTH FORMAT SYSTEM | VESTED LEGACY WEALTH MANAGEMENT, LP | TRUSTED ATTORNEY ADVISORS, PLLC | THE RETIREMENT INCOME GROUP | THE BULES GROUP | SURE FIRE FINANCIAL, LLC | SUMMIT WEALTH GROUP | SUMMIT LIFE FINANCIAL, LLC | SILVERLEAF WEALTH MANAGEMENT | SIDDIQI VENTURES, LLC | SETON WEALTH MANAGEMENT, LLC | SCHOMER WEALTH ADVISORS | SAFEGUARD RETIREMENT ADVISORS | S&K PRIVATE WEALTH ADVISORS, LLC | ROBINSON WEALTH | RIDLEY WEALTH, LLC | PRISM ASSET PLANNING, LLC/PRISM FINANCIAL PLANNING | POTTER WEALTH PLANNING, LLC | NWA WEALTH MANAGEMENT, LLC | NOVAK WEALTH ADVISORS | NEYENS WEALTH, LLC | MORRISON MONEY MANAGEMENT, LLC | MORRIS HALL WEALTH | MJB WEALTH MANAGEMENT, INC. | MISSION FOCUSED CAPITAL MANAGEMENT, LLC | MIDWEST INSURANCE GROUP, LLC | LOVATO FINANCIAL, LLC | LK WEALTH, LLC | LEGACY CARE ADVISORS, LLC | LEE LEGACY WEALTH, LLC | KNOTTS FINANCIAL SOLUTIONS, LLC | KHT WEALTH MANAGEMENT, LLC | JK FINANCIAL, LLC | INTEGRITY WEALTH | INTEGRITY ADVISORY SOLUTIONS, LLC | INTEGRITY ADVISORY SOLUTIONS | INCOME FOCUSED ADVISORS, LLC | GCP WEALTH, LLC | FREEDOM FINANCIAL PARTNERS | FEDSMART RETIREMENT | ELEVATE LIFE AGENCY | CONTENTMENT WEALTH, LLC | CLOCK TOWER WEALTH MANAGEMENT, INC. | CAB FINANCIAL,LLC | BURLINGTON ALLIANCE CAPITAL MANAGEMENT, LLC | BURLINGTON ALLIANCE CAPITAL MANAGEMENT | BOTT WEALTH MANAGEMENT | BAM | BACM | ASSURANCE FINANCIAL, INC | ARTIS WEALTH MANAGEMENT, LLC | AMIR WEALTH PARTNERS, LLC | AMERICAN ACADEMY WEALTH
CRD#: 288817 / SEC#: 801-123090
RIA
Registered Investment Advisory firm - (1/20/2022 Approved)Arizona
Registered Investment Advisory firm - (2/8/2022 Terminated)Florida
Registered Investment Advisory firm - (2/8/2022 Terminated)Indiana
Registered Investment Advisory firm - (2/9/2022 Terminated)New Jersey
Registered Investment Advisory firm - (2/8/2022 Terminated)North Carolina
Registered Investment Advisory firm - (2/10/2022 Terminated)South Carolina
Registered Investment Advisory firm - (2/9/2022 Terminated)Texas
Registered Investment Advisory firm - (2/8/2022 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(9/5/2024)
RR
Alaska(9/5/2024)
RR
Arizona(9/5/2024)
RR
Arkansas(9/5/2024)
RR
California(9/5/2024)
RR
Colorado(9/5/2024)
IAR
Colorado(10/18/2024)
RR
Connecticut(9/5/2024)
RR
Delaware(9/5/2024)
RR
District of Columbia(9/5/2024)
RR
Florida(9/5/2024)
RR
Georgia(9/5/2024)
RR
Hawaii(9/5/2024)
RR
Idaho(9/5/2024)
RR
Illinois(9/5/2024)
RR
Indiana(9/5/2024)
RR
Iowa(9/5/2024)
RR
Kansas(9/5/2024)
RR
Kentucky(9/5/2024)
RR
Louisiana(9/5/2024)
RR
Maine(9/5/2024)
RR
Maryland(9/5/2024)
RR
Massachusetts(9/5/2024)
RR
Michigan(9/5/2024)
RR
Minnesota(9/5/2024)
RR
Mississippi(9/5/2024)
RR
Missouri(9/5/2024)
RR
Montana(9/5/2024)
RR
Nebraska(9/5/2024)
RR
Nevada(9/5/2024)
RR
New Hampshire(9/5/2024)
RR
New Jersey(9/5/2024)
RR
New Mexico(9/5/2024)
RR
New York(9/5/2024)
RR
North Carolina(9/5/2024)
RR
North Dakota(9/5/2024)
RR
Ohio(9/5/2024)
RR
Oklahoma(9/5/2024)
RR
Oregon(9/5/2024)
RR
Pennsylvania(9/5/2024)
RR
Rhode Island(9/5/2024)
RR
South Carolina(9/5/2024)
RR
South Dakota(9/5/2024)
RR
Tennessee(9/5/2024)
RR
Texas(9/5/2024)
RR
Utah(9/5/2024)
RR
Vermont(9/5/2024)
RR
Virginia(9/5/2024)
RR
Washington(9/5/2024)
RR
West Virginia(9/5/2024)
RR
Wisconsin(9/5/2024)
RR
Wyoming(9/5/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
IA
INTEGRITY ADVISORY SOLUTIONS
ALLIANCE APETE FINANCIAL | ZLF ADVISORY SERVICES | WISE WEALTH STEWARDSHIP, INC | WEALTH FORMAT SYSTEM | VESTED LEGACY WEALTH MANAGEMENT, LP | TRUSTED ATTORNEY ADVISORS, PLLC | THE RETIREMENT INCOME GROUP | THE BULES GROUP | SURE FIRE FINANCIAL, LLC | SUMMIT WEALTH GROUP | SUMMIT LIFE FINANCIAL, LLC | SILVERLEAF WEALTH MANAGEMENT | SIDDIQI VENTURES, LLC | SETON WEALTH MANAGEMENT, LLC | SCHOMER WEALTH ADVISORS | SAFEGUARD RETIREMENT ADVISORS | S&K PRIVATE WEALTH ADVISORS, LLC | ROBINSON WEALTH | RIDLEY WEALTH, LLC | PRISM ASSET PLANNING, LLC/PRISM FINANCIAL PLANNING | POTTER WEALTH PLANNING, LLC | NWA WEALTH MANAGEMENT, LLC | NOVAK WEALTH ADVISORS | NEYENS WEALTH, LLC | MORRISON MONEY MANAGEMENT, LLC | MORRIS HALL WEALTH | MJB WEALTH MANAGEMENT, INC. | MISSION FOCUSED CAPITAL MANAGEMENT, LLC | MIDWEST INSURANCE GROUP, LLC | LOVATO FINANCIAL, LLC | LK WEALTH, LLC | LEGACY CARE ADVISORS, LLC | LEE LEGACY WEALTH, LLC | KNOTTS FINANCIAL SOLUTIONS, LLC | KHT WEALTH MANAGEMENT, LLC | JK FINANCIAL, LLC | INTEGRITY WEALTH | INTEGRITY ADVISORY SOLUTIONS, LLC | INTEGRITY ADVISORY SOLUTIONS | INCOME FOCUSED ADVISORS, LLC | GCP WEALTH, LLC | FREEDOM FINANCIAL PARTNERS | FEDSMART RETIREMENT | ELEVATE LIFE AGENCY | CONTENTMENT WEALTH, LLC | CLOCK TOWER WEALTH MANAGEMENT, INC. | CAB FINANCIAL,LLC | BURLINGTON ALLIANCE CAPITAL MANAGEMENT, LLC | BURLINGTON ALLIANCE CAPITAL MANAGEMENT | BOTT WEALTH MANAGEMENT | BAM | BACM | ASSURANCE FINANCIAL, INC | ARTIS WEALTH MANAGEMENT, LLC | AMIR WEALTH PARTNERS, LLC | AMERICAN ACADEMY WEALTH
CRD#: 288817 / SEC#: 801-123090
RIA
Registered Investment Advisory firm - (1/20/2022 Approved)Arizona
Registered Investment Advisory firm - (2/8/2022 Terminated)Florida
Registered Investment Advisory firm - (2/8/2022 Terminated)Indiana
Registered Investment Advisory firm - (2/9/2022 Terminated)New Jersey
Registered Investment Advisory firm - (2/8/2022 Terminated)North Carolina
Registered Investment Advisory firm - (2/10/2022 Terminated)South Carolina
Registered Investment Advisory firm - (2/9/2022 Terminated)Texas
Registered Investment Advisory firm - (2/8/2022 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1445 Ross Ave Fl 55, Dallas, TX 75202
Mailing Address
Phone number
(214) 919-2165
Established
Firm type
Fiscal year end
# of Employees
90
SEC notice filing (41 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,709 |
| AUM (Assets Under Management) | $ 512,263,824 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
