Jeff Wallace, LUTCF®, CPFA®

Jeff Wallace has over 36 years of experience in insurance and investment-related fields.  He was born and raised in Gothenburg, Nebraska, has a Bachelor of Arts degree in Education from the University of Nebraska-Kearney, and started his professional career as an educator teaching middle and senior high school English and Journalism.  Jeff holds his Certified Plan Fiduciary Advisor (CPFA®) designation with the National Association of Plan Advisors in Arlington, VA. Jeff also holds the designation of Life Underwriter Training Council Fellow (LUTCF®) with The American College in Bryn Mar, Pennsylvania.

Jeff has held a State of Nebraska Insurance license since 1987 and has been a Registered Representative since 1990 and an Investment Advisor Representative since October 2023.  He is licensed and registered to conduct insurance business in 15 states as well as being registered to conduct investment advisory business in all 50 states under his Registered Investment Advisor, Integrity Alliance, LLC in Urbandale, Iowa. 

Jeff started his financial services career in 1987 and has worked extensively with individuals, couples, and families assisting them with their insurance and employee benefit programs such as 401(k) retirement plans, 403(b) Tax Deferred Annuity plans, 457(b) Governmental/Non-Profit Deferred Compensation programs, and various section 408 (IRA) plans. Jeff’s focus is retirement planning and specifically retirement income planning, with an emphasis on Social Security, Medicare, and taxation of benefit plans.

Jeff is married and has four grandchildren with his wife Kim.  He enjoys spending time with family and in his spare time plays golf and is an ardent baseball fan of the St. Louis Cardinals.