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Cody Ganchar, Financial Advisor

FINANCIAL ADVISOR
Cody Ganchar

W164 N11271 Squire Dr, Germantown, WI 53022opens in a new window
Accepting New Clients
CallSend Me a Message

Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Insurance & Annuities
  • Estate & Legacy Strategies
  • Wealth Strategies
  • Divorce Finances

About Cody

It was my high school "Intro to Business" class that gave me my first look into the world of investments and wealth creation. Each student was given fake money to invest in a virtual stock exchange. After doing my research, I made my investment selections early and stuck to my plan throughout the duration of the competition. I was one of the few who took this approach and, in the end, I was left with the highest account balance (if only it wasn't fake!) and a passing grade. Of all the classes and lessons in my education, this one has...

Work History

  • Edward JonesMarch 2020 to Current

Education

  • Milwaukee Sch of EngineeringBachelors

Personal Interests

  • Spending Time with Family
  • Hockey
  • Golfing
  • Active Lifestyle
  • Coaching Sports

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(262) 293-9198

Fax

(844) 644-4468

Office Address

W164 N11271 Squire Dr
Germantown, WI 53022opens in a new window

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