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Cody Allen Reaves

LNW

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About Cody Allen Reaves

Cody Allen Reaves is a Certified Financial Planner™ and an investment advisor representative with LNW Wealth Management, LLC. Cody has been in the financial industry since 2014. Cody holds a Series 7TO, SIE and Series 66 license and is registered with the state of Washington. Cody specializes in providing financial planning, portfolio management and selection of other advisors for individuals, families and pooled investment vehicles. LNW Wealth Management, LLC has been in business since 1997 and has a history of providing high-quality financial services to its clients.

Firm Information

Cody Reaves is currently registered with LNW. LNW is an investment advisor based in Seattle, Washington. The firm provides financial planning, portfolio management for individuals and pooled investment vehicles, and educational seminars. They have approximately $4.6 billion in regulatory assets under management and serve a variety of clients, including high-net-worth individuals, charitable organizations, and pooled investment vehicles.
LNW

801 SECOND AVENUE, SUITE 1600

SEATTLE, WA 98104-1564

$4.63B

Assets Under Management

Not reported

Total Clients

37

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Cody Reaves’s Registration & Firm History

WA

11/22/2019 - Present

LNW (SEATTLE WA)

WA

05/03/2019 - 11/25/2019

WELLS FARGO CLEARING SERVICES, LLC (BELLEVUE WA)

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Licenses & Designations

BOTH

Issued 07/09/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/03/2019

Series 7TO - General Securities Representative Examination

BC

Issued 01/15/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Cody Allen Reaves.
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