Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cody? Claim Your ProfileCody Mares is a financial advisor at LPL Financial LLC, with over 35 years of experience in the industry. Cody specializes in providing financial planning, portfolio management, and other investment-related services to individuals, families, and businesses. Cody has earned the Certified Financial Planner designation and holds Series 6, 7, 22, and 63 securities licenses. Cody's prior experience includes working with Ameriprise Financial Services, Inc. and IDS Life Insurance Company.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
WI
01/01/2025 - Present
LPL Financial LLC (GREENVILLE WI)
WI
05/24/1985 - 01/09/2020
AMERIPRISE FINANCIAL SERVICES, INC. (APPLETON WI)
MN
05/03/2004 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MN
08/14/2001 - 11/13/2001
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NA
01/21/1986 - 12/24/1986
IDS FINANCIAL SERVICES INC.
BC
Issued 05/23/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/1986
Series 7 - General Securities Representative Examination
BC
Issued 06/13/1985
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 05/23/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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