Willis Ashby has been President and CFP and Managing Member and Investment Advisor Representative of Integra Financial since July 1989, is a control person of the firm and directly owns 75% or more of it.
Integra Financial, Inc. is a Greenwood Village, CO firm with $139M under management, 113 clients and 4 advisers across 5 offices, as of its September 2026 filing.
Willis Ashby is Founder and President of Integra Financial. He is responsible for the firm's ongoing operation and strategic direction. He started the company in 1992 and started his career in 1977.
Willis Ashby’s longest registration is the current one, 27 years at Integra Financial since 1999.
- Walnut Street Advisers Inc– · 4 yearsGreenwood Village, CO · Adviser representative · Firm CRD 109903
Professional designations
Listed by Integra Financial
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Willis Ashby is registered as an investment adviser representative in 3 states. The first approvals date from January 1999; the most recent is Michigan, in February 2026.
- ColoradoSince 1 January 1999
- MichiganSince 2 February 2026
- TexasSince 23 October 2006
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 7 | General Securities Representative Examination | 4 December 2001 |
| Series 63 | Uniform Securities Agent State Law Examination | 19 May 1997 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 15 June 1983 |
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Willis Gatch Ashby
- CRD
- 1100189
- Firm
- Integra Financial · CRD 113422
- Role
- President; CFP; Managing Member; Investment Advisor Representative
- Registration
- Investment adviser registration
- In the industry since
- December 1998
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- integrafinancial.ws
Where does Willis Ashby work?
Willis Ashby has been President; CFP; Managing Member; Investment Advisor Representative of Integra Financial, Inc. since July 1989, and is a control person of the firm.
Is Willis Ashby a financial advisor?
Yes. Willis Ashby has a current investment-adviser registration in Colorado, Michigan and Texas, through Integra Financial since January 1999.
How many years of experience does Willis Ashby have?
Willis Ashby has 27 years in the financial industry, since December 1998, across 2 adviser firms.
What exams has Willis Ashby passed?
Willis Ashby has passed 3 licensing exams: the Series 6, Series 63 and Series 7. The earliest, the Series 6, was passed in June 1983.
Is Willis Ashby registered with FINRA?
No. Willis Ashby has no current broker registration.
Is Willis Ashby a CFP?
Integra Financial lists Willis Ashby with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Willis Ashby’s record?
Search CRD 1100189 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Willis Ashby’s full registration record.