Loren Wengerd has been an investment adviser representative at Integrity Financial since April 2022, and is not listed among the firm’s executive officers or direct owners.
Integrity Financial Corporation is a Jackson, WY firm with $868M under management, 1,450 clients and 0 advisers across 6 offices, as of its March 2026 filing.
- – present · 4 yearsJackson, WY · Adviser representative · Firm CRD 137125
Investment adviser representative registrations
Loren Wengerd is registered as an investment adviser representative in Wyoming, since April 2022.
- WyomingSince 22 April 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 8 October 2021 |
- Name
- Uniform Investment Adviser Law Examination
- CRD
- 7516129
- Firm
- Integrity Financial · CRD 137125
- Office
- 680 S. Cache St., Jackson, WY 83001
- Registration
- Investment adviser registration
- In the industry since
- April 2022
- Disciplinary history
- Not yet shown here · SEC record
Where does Loren Wengerd work?
Loren Wengerd is an investment adviser representative registered through Integrity Financial Corporation since April 2022, and is not listed among the firm’s executive officers or direct owners.
Is Loren Wengerd a financial advisor?
Yes. Loren Wengerd has a current investment-adviser registration in Wyoming, through Integrity Financial since April 2022.
How many years of experience does Loren Wengerd have?
Loren Wengerd has 4 years in the financial industry, since April 2022, across 1 adviser firm.
What exams has Loren Wengerd passed?
Loren Wengerd passed the Series 65 in October 2021.
Where is Loren Wengerd based?
Loren Wengerd’s registered office is in Jackson, WY.
Is Loren Wengerd registered with FINRA?
No. Loren Wengerd has no current broker registration.
How can I verify Loren Wengerd’s record?
Search CRD 7516129 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Loren Wengerd’s full registration record.
Kristofer GrayPrincipal, Chief Compliance Officer- Sarah ArcherChief Investment Officer
- Deann CrossManaging Director
- Scott WilsonChief Finance Officer