Unclaimed
Cody Molacek is a registered investment advisor representative with Northwestern Mutual Investment Services, LLC, located in Ames, Iowa. Cody has been in the financial industry since 2012 and has experience working with clients from various backgrounds. Cody is also a Certified Financial Planner (CFP®). Prior to joining Northwestern Mutual Investment Services, LLC, Cody worked with firms such as Charles Schwab & Co., Inc., TIAA-CREF Individual & Institutional Services, LLC, and Fidelity Brokerage Services LLC. Cody's registration status is currently active in Iowa and across the country.
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.
Investment research; referrals to other advisers
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.
Referral fees
1
2
IA
03/20/2024 - Present
Northwestern Mutual Investment Services, LLC (Ames IA)
NE
11/10/2015 - 06/19/2018
CHARLES SCHWAB & CO., INC. (OMAHA NE)
NE
10/16/2014 - 10/31/2015
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (OMAHA NE)
NE
05/24/2012 - 10/13/2014
FIDELITY BROKERAGE SERVICES LLC (OMAHA NE)
NE
05/25/2011 - 05/02/2012
SECURIAN FINANCIAL SERVICES, INC. (OMAHA NE)
BC
Issued 07/08/2024
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 06/24/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/30/2024
Series 7TO - General Securities Representative Examination
BC
Issued 03/06/2024
SIE - Securities Industry Essentials Examination
BC
Issued 05/24/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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