DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Michelle Renee Stockman

Integrity Alliance, LLCBD affiliatedUrbandale, Ia dual registrantIAPD 5010490

Certified Financial Planner

Feed of 09/15/2026

Also filed as Michelle Renee Timm

At current firm

0 y

since Apr 24, 2026

In the industry

18 y

since Nov 13, 2007 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Integrity Alliance, LLC BD affiliated current
since Apr 24, 2026 · Urbandale, Ia
Integrity Advisory Solutions independent RIA current
since Apr 24, 2026 · Urbandale, Ia
Principal Asset Management other
May 26, 2017 to Apr 24, 2026 · Des Moines, Ia
Dmkc Advisory Services, LLC independent RIA
Jul 24, 2012 to May 3, 2017 · Des Moines, Ia
Commerce Wealth Advisers, LLC former
Jan 4, 2011 to Jul 6, 2012 · Johnston, Ia
Principal Securities, Inc. BD affiliated
Nov 16, 2007 to Dec 13, 2010 · Des Moines, Ia

Moves

a registration end followed by a registration begin elsewhere

Principal Asset Management to Integrity Advisory Solutions
left Apr 24, 2026, registered Apr 24, 2026 (0 days) · Other
Dmkc Advisory Services, LLC to Principal Asset Management
left May 3, 2017, registered May 26, 2017 (23 days) · Other
Commerce Wealth Advisers, LLC to Dmkc Advisory Services, LLC
left Jul 6, 2012, registered Jul 24, 2012 (18 days) · Other
Principal Securities, Inc. to Commerce Wealth Advisers, LLC
left Dec 13, 2010, registered Jan 4, 2011 (22 days) · Other

Signals

Michelle Renee Stockman left Principal Asset Management for Integrity Alliance, Llc (registered 2026-04-24)
Apr 24, 2026 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Broker-dealer affiliated wealth managerderived
Years in industry: 18derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address