Company Overview

IntegratedAdvisor, LLC was Founded and began business operations in 2024. Official software development for IntegratedAdvisor began in 2021. The concepts and principles were built after successfully building Frandsen Morrill Advisors, LLC which serves over 750 clients, manages over 200 million of assets, and employs 5 advisors, and 6 other team members.
Our company founders remain committed as current financial advisors in order to build and improve the IntegratedAdvisor platform with business intelligence and data of most importance to todays advisors.
Our home office is located at the base of the Wasatch Front mountain range in Provo, Utah.  Currently, our team consists of:
  1. Christopher Morrill, President and Founding Partner
  2. Darren Walker, Founding Partner
  3. Frandsen Morrill Advisors, LLC, Owner
  4. The Van Skyhawk Group, Owner
  5. Xantie, LLC, Product Developer
Mission Statement
“Helping financial advisors become automated, aware, and accountable with their new business opportunities by unleashing Redtail opportunity data for improved visualization”