Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cody? Claim Your ProfileCody Wesley Dunifon is a financial advisor with The Mather Group, LLC. Cody has been working in the financial industry since 2014. Cody has a Certified Financial Planner designation and specializes in retirement planning, financial planning, college savings, estate planning and business planning. Cody is licensed in Illinois, Indiana, Minnesota, California, Colorado and Texas.
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.
Helps you choose top advisors aligned with your financial 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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
A percentage of total net worth
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IL
01/02/2023 - Present
THE Mather Group, LLC (Chicago IL)
Active
Inactive
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