Unclaimed
Cody Arthur Bahr is a registered Investment Advisor Representative in California with Ariadne Wealth Management, LP. Cody has been registered with the state of California since December 15, 2016. Cody's firm, Ariadne Wealth Management, LP, is based in Santa Barbara, California. Cody has worked with Ariadne Wealth Management, LLC, since July 2015. Cody has a Series 65 license. Cody's specializations are providing financial planning and portfolio management for individuals. Cody's firm provides financial planning, portfolio management for individuals, and portfolio management for investment companies.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
1
2
CA
12/15/2016 - Present
Ariadne Wealth Management, LP (SANTA BARBARA CA)
IA
Issued 12/15/2016
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Cody Bahr is the right advisor for you? Invested Better is here to help.