Fargo, ND Office
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Integrity Alliance, LLC
Enterprise
Firm-wide stats for Integrity Alliance, LLC
About
Integrity Alliance provides advisory and brokerage services to a broad client base including individual investors (both non‑HNW and high‑net‑worth), corporations and other business entities, and qualified retirement plans and participants. The firm operates as a large advisor network—over 300 independent investment adviser representatives managing roughly $5.4 billion in client assets—and offers portfolio management, financial planning, and both wrap and non‑wrap programs as well as third‑party manager referrals.
Investment advice is delivered through a mix of advisor‑managed discretionary accounts, model portfolios and third‑party sub‑advisers available via platforms such as Envestnet, AssetMark and BNY Mellon/Wealth Solutions. Advisors may employ strategic, tactical or adaptive allocation approaches and can include alternatives; Integrity Alliance documents annual reviews and supports plan services ranging from non‑discretionary participant advice to acting as an ERISA 3(38) investment manager where authorized.
Several operational features distinguish Integrity Alliance from many enterprise peers: it is dually registered as an SEC‑registered investment adviser and a broker‑dealer and serves as an introducing broker to Pershing, with related revenue‑sharing arrangements (including cash sweep and FUNDVEST® participation). The firm also maintains affiliated insurance distribution and outside insurance desks, provides back‑office and transition support to other RIAs, and counts some advisors who are separately licensed attorneys or who operate as unaffiliated RIAs—arrangements that create service and supervisory complexities not typical at many large advisory enterprises.
Based on Integrity Alliance, LLC
Location
3320 Westrac Dr Ste D
Fargo ND 58103
Advisors at this office
3
Advisors at this office
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.
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.
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.
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