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Cody J

Series 66

Fargo, ND

Integrity Alliance, LLC

Cody Jochim is a financial advisor at Integrity Alliance, LLC with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Lion Street Financial and Thrivent Financial. Outside of his advisory role, he serves as the President of the Kiwanis Club of Fargo, a local service organization focused on improving the lives of children. Integrity Alliance operates as a large advisor network with over 300 representatives managing approximately $5.4 billion in client assets. The firm serves individual investors, corporations, and qualified retirement plans, offering portfolio management, financial planning, and various advisory programs through multiple platforms and investment approaches.

Annuities ESG / Sustainable investing
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Casey N

Series 63, Series 65

Fargo, ND

Integrity Alliance, LLC

Casey Nelson is a financial advisor with Integrity Alliance, LLC in Fargo, ND, holding Series 63 and Series 65 licenses and 13 years of industry experience. His prior work includes roles at Ameritas Investment Corp. and several affiliated financial services firms. Outside of advisory work, he is involved in life and health insurance sales through a separate brokerage entity. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, offering asset management, financial planning, and retirement plan consulting. The firm supports both advisor-managed and model-based portfolios, utilizing a range of investment strategies and custodial platforms.

Annuities ESG / Sustainable investing
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Patricia M

Series 63, Series 65

Fargo, ND

Integrity Alliance, LLC

Patricia Monilaws is a financial advisor at Integrity Alliance, LLC with 23 years of industry experience. She holds the Series 63 and Series 65 licenses and has worked at Park Avenue Securities for 20 years prior to joining Integrity Alliance. Outside of her advisory work, she owns Halvorson Investment Inc and serves as clerk/treasurer for Wheatland ND Township; she is also involved with the Red River Valley Estate Planning Council, coordinating speakers and events. Integrity Alliance is a large advisor network serving individual and institutional clients with advisory and brokerage services. The firm manages approximately $5.4 billion in client assets and offers a range of portfolio management and financial planning solutions through various platforms, operating as both an SEC-registered investment adviser and broker-dealer.

Annuities ESG / Sustainable investing
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