Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cody? Claim Your ProfileCody James Evers is a financial advisor with over 7 years of experience in the financial services industry. Cody is registered with Associated Investment Services, Inc. Cody has also previously worked with Thrivent Investment Management Inc. and Pruco Securities, LLC. Cody is licensed to provide investment advice in Wisconsin, Illinois, and Minnesota. Cody specializes in financial planning, portfolio management for individuals, and selection of other advisors. Cody's clients include individuals, high-net-worth individuals, corporations, charitable organizations, and state or municipal government entities.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Mutual fund wrap
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.
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2
WI
03/29/2022 - Present
Associated Investment Services, Inc. (APPLETON WI)
WI
09/19/2017 - 03/30/2022
THRIVENT INVESTMENT MANAGEMENT INC. (APPLETON WI)
WI
11/07/2014 - 09/15/2017
PRUCO SECURITIES, LLC. (APPLETON WI)
IA
Issued 07/23/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/24/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/01/2019
Series 24 - General Securities Principal Examination
BC
Issued 09/26/2017
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/2018
Series 7 - General Securities Representative Examination
BC
Issued 11/07/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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