Unclaimed Profile

Kristi Susanne Irving

COMMERCE WEALTH ADVISERS, LLC·CLIVE, Iowa

SIE, Series 7, Series 24, Series 66Clean record18 years registeredCOMMERCE WEALTH ADVISERS, LLC

13001 UNIVERSITY AVENUE, CLIVE, IA 50325CRD# 5137577Firm CRD# 144449

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Kristi Susanne Irving · CLIVE, IA

Registration

CRD #5137577 · COMMERCE WEALTH ADVISERS, LLC · 18 years registered

Brand Profile

Not yet started

Career History

INTEGRITY ADVISORY SOLUTIONS

Jan 2024 – present

INTEGRITY ALLIANCE, LLC

Oct 2013 – present

DEWAAY CAPITAL MANAGEMENT

Jan 2013 – Aug 2013

JOHNSTON, IA

COMMERCE WEALTH ADVISERS, LLC

Mar 2011 – Aug 2013

JOHNSTON, IA

BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC

Apr 2008 – Feb 2011

PANORA, IA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 66

Registration record

First registered · April 21, 2008

Years registered · 18

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

COMMERCE WEALTH ADVISERS, LLC

CRD 144449 · SEC 801-68078

AUM

$10K

Regulatory assets under management

Employees

1 client accounts

Services offered by COMMERCE WEALTH ADVISERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at COMMERCE WEALTH ADVISERS, LLC →

Introduction

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Frequently Asked Questions

What services does Kristi Susanne Irving offer?

Kristi Susanne Irving specializes in Financial Planning, Investment Management. Contact their office in CLIVE, Iowa for a consultation.

What are Kristi Susanne Irving's credentials?

Kristi Susanne Irving is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kristi Susanne Irving located?

Kristi Susanne Irving is based in CLIVE, Iowa, working with COMMERCE WEALTH ADVISERS, LLC. Their office serves clients in the CLIVE metropolitan area and surrounding communities.

How does Kristi Susanne Irving charge for services?

Kristi Susanne Irving's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is COMMERCE WEALTH ADVISERS, LLC?

COMMERCE WEALTH ADVISERS, LLC has approximately 5 employees and manages $10K in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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