Daniel Robert Lodes

Financial advisor at Integrity Alliance, Llc. · Punta Gorda, FL

Last updated 2026-10-10

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Daniel Robert Lodes is a financial advisor at Integrity Alliance, Llc. in Punta Gorda, FL, CRD 4380342. Licenses and exams on the registration: Series 63, Series 65. IAPD registration began 2002-04-19.

Registration

CRD number
4380342
Registration status
Active
IAPD registration
2002-04-19
Industry Experience
24 years
Work Experience
21 years
States registered
FL

Licenses and exams

  • Series 63
  • Series 65

Work history

  • 2005-01 to Present · Wealth Advisor Group · Punta Gorda, FL
  • 2013-05 to 2017-12 · Kovack Securities, Inc. · Fort Lauderdale, FL
  • 2013-05 to 2017-12 · Kovack Advisors, Inc. · Fort Lauderdale, FL
  • 2017-12 to Present · Brokers International Financial Services, LLC · Punta Gorda, FL

Current employment

SEC IAPD record for Daniel Robert Lodes

Integrity Alliance, Llc.

Regulatory AUM
$5,411,976,879
Registered advisors
353
Offices
268
Clients per advisor
30.8 (Low)
Average AUM per client
$497.2K (Low)
High-net-worth client ratio
9.9% (Low)

Integrity Alliance, Llc.: advisors, services and reported ETF investments

About

Daniel Robert Lodes is a financial advisor at Integrity Alliance, Llc. in Punta Gorda, FL. Reported securities licenses include Series 63 and Series 65. The latest record indicates 24 years of industry experience and 21 years of reported work history.

Integrity Alliance, Llc.'s firm-level Form ADV reports 353 advisors across 268 offices; approximately 30.8 clients per advisor, average assets per client of $497,196, and regulatory AUM of $5.4B; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, and Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Pension Consulting Services, Selection of Other Advisers, and Publication of Periodicals or Newsletters.

PortfolioFuture's firm-level 13F analysis covers $2.2B across 422 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Daniel Robert Lodes personally.

Reported ETF positions

Integrity Alliance reports 422 ETF positions worth $2.2B on Form 13F; the largest are listed.

Largest ETF positions reported by Integrity Alliance
FundReported value
IVV — iShares Core S&P 500 ETF$139.5M
SPYM — State Street SPDR Portfolio S&P 500 ETF$114.7M
DFAC — Dimensional U.S. Core Equity 2 ETF$109.1M
AGG — iShares Core U.S. Aggregate Bond ETF$76.7M
QQQ — Invesco QQQ Trust, Series 1$73.9M

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

What this firm offers

Filed by Integrity Alliance, Llc. on Form ADV.

Client services

  • Financial Planning Services
  • Individuals and Small Businesses
  • Pension Consulting Services
  • Selection of Other Advisers
  • Publication of Periodicals or Newsletters
  • Educational Seminars or Workshops

Fee options

  • Percentage of Assets Under Management
  • Hourly Charges
  • Fixed Fees (Other Than Subscription)

Business and affiliations

  • Broker-Dealer (Registered or Unregistered)
  • Insurance Broker or Agent
  • Sells Non-Advisory Products or Services
  • Broker-Dealer or Municipal Securities Dea
  • Other Investment Adviser (Incl. Financial
  • Lawyer or Law Firm
  • Insurance Company or Agency
  • Pension Consultant

Location

2000 Rio de Janeiro Ave, Punta Gorda, FL 33983

1 advisor at this office.

Integrity Alliance office in Punta Gorda, FL

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Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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