Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cody? Claim Your ProfileCody Templin is a financial advisor at Empower Advisory Group, LLC. Cody has been in the industry since 2012. Cody's firm provides a wide range of financial planning and investment management services. The firm specializes in providing services to high-net-worth individuals, individuals other than high-net-worth, charitable organizations, corporations or other businesses, pension and profit-sharing plans, and state or municipal government entities. Cody has passed the Series 6, Series 7, Series 63, Series 66, and SIE exams.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CO
02/13/2020 - Present
Empower Advisory Group, LLC (GREENWOOD VILLAGE CO)
CO
03/20/2018 - 02/11/2020
TRANSAMERICA INVESTORS SECURITIES CORPORATION (DENVER CO)
IA
03/21/2016 - 05/02/2016
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. (Cedar Rapids IA)
TN
02/27/2006 - 07/27/2011
JACKSON NATIONAL LIFE DISTRIBUTORS LLC (FRANKLIN TN)
BOTH
Issued 04/23/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/08/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/2016
Series 7 - General Securities Representative Examination
BC
Issued 02/24/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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