Casey Joseph Nelson
Investment adviser representative at Integrity Alliance, LLC
12 yearsExperience
2 statesRegistered in
$5.4BFirm assets
17 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Integrity Alliance, LLC.Nov 2025 to now
- Integrity FinancialJul 2015 to now
- Capital Choice Financial ServicesAug 2014 to now
- Ameritas Investment Corp.Jun 2017 to Feb 2019
- Ccf InvestmentsAug 2014 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 2 states (MN, ND).
Integrity Alliance, LLC
$5.4BAssets managed
10,885Clients
335Advisers
17 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5892130
- Firm CRD
- 139627