Casey Joseph Nelson

Current Employers

Employment History

• 08/2014 → 06/2017
  Ccf Investments
  Greensboro, GA
• 06/2017 → 02/2019
  Ameritas Investment Corp.
  Lincoln, NE
• 08/2014 → Present
  Capital Choice Financial Services
  Greensboro, GA
• 07/2015 → Present
  Integrity Financial
  Fargo, ND
• 11/2025 → Present
  Integrity Alliance, Llc.
  Fargo, ND
• 11/2025 → Present
  Integrity Alliance, Llc.
  Fargo, ND

Previous Registrations

• 2025-04-29 → 2025-11-03
  Lion Street Advisors, Llc
  Austin, TX
  Fargo, ND

Other Businesses

1) E4 BROKERAGE LLC POSITION: Life Sales NATURE: Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2019 ADDRESS: 2280 45th St. S., Suite C, Fargo ND 58104, United States DESCRIPTION: Health and life Insurance sales 2) INTEGRITY FINANCIAL LLC POSITION: Owner NATURE: To provide salary, tax shelter purposes and LLC protections INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 05/26/2020 ADDRESS: 3320 Westrac Dr. S., Suite D, Fargo ND 58103, United States DESCRIPTION: Owner. 3) CALIBRATE WEALTH PARTNERS POSITION: Registered Rep NATURE: I provide life insurance, annuity, and mutual fund options using the Calibrate Wealth Partners name. INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 2 START DATE: 12/15/2022 ADDRESS: 3320 Westrac Dr. S., Suite D, Fargo ND 58103, United States DESCRIPTION: Selling life insurance, annuities, and mutual fund products using the Calibrate Wealth Partners name and logo. 4) NELSON HOLDINGS, LLC POSITION: Spouse of the owner NATURE: A holding company for tax benefits and to protect assets. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 12/16/2022 ADDRESS: 6684 58th Ave. S., Fargo ND 58104, United States DESCRIPTION: I don't have any functions or duties. I'm spouse of the person running the show. 5) INTEGRITY FINANCIAL PLANNING, LLC POSITION: Owner NATURE: Financial Planning Service. The LLC is created to accept payment for the fee planning costs. INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 04/16/2026 ADDRESS: 3320 Westrac Dr. S., Suite D, Fargo ND 58103, United States DESCRIPTION: Using planning software to create financial plans for clients needs. To use my services I will be looking for them signing a retainer contract or bill them for hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-04-23
• S63 Uniform Securities Agent State Law Examination
  2013-02-14