Cody James Jochim

Current Employers

Employment History

• 12/2015 → 05/2018
  Thrivent Investment Management Inc
  Fargo, ND
• 05/2016 → 05/2018
  Thrivent Financial
  Appleton, WI
• 05/2018 → 11/2025
  Lion Street Financial
  Austin, TX
• 11/2025 → Present
  Integrity Alliance, Llc.
  Fargo, ND

Previous Registrations

• 2018-06-04 → 2025-11-03
  Lion Street Advisors, Llc
  Fargo, ND
• 2016-03-14 → 2018-05-17
  Thrivent Investment Management Inc.
  Fargo, ND
  Fargo, ND

Other Businesses

1.CALIBRATE WEALTH PARTNERS POSITION: Owner NATURE: This is our new DBA/marking name for our insurance and securities business. It is the public facing name that is replacing the Halvorson Company name. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 09/01/2022 ADDRESS: 3320 Westrac Dr S, Ste D, Fargo ND 58103, United States DESCRIPTION: I am the Director of Investments for Calibrate Wealth Partners. I am also a registered rep that manages my own client list. 2.KIWANIS CLUB OF FARGO POSITION: Board Member NATURE: Kiwanis Group of Fargo is a local service club focused on improving the lives of children through volunteer service projects. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 4 START DATE: 10/03/2022 ADDRESS: PO Box 1025, Fargo ND 58107, United States DESCRIPTION: We have weekly meetings at noon on Tuesdays for the whole club and board meetings once a month. My duties include being involved in the organization of some of our volunteer/service group projects. Currently the President, as of October, 2025 through Sept, 2026. My duties included running the board meetings and prioritizing club goals for the year. Non-paid volunteer work.

Exams

• S66 Uniform Combined State Law Examination
  2016-03-07