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Cody Page, Financial Advisor

FINANCIAL ADVISOR
Cody Page

CFP®
1015 18th Ave Ste 111, Monroe, WI 53566opens in a new window
CallSend Me a Message

Focus Areas

  • Retirement Savings Strategies
  • Wealth Strategies
  • Business Retirement Plans
  • New Investors
  • Retirement Income Strategies
  • College Savings

About Cody

From the time I was young, I knew that I wanted to grow up to work in a profession that focused on helping people. As a former college athlete, that journey led me to my first profession as a teacher and basketball coach. While the career was incredibly rewarding and exciting, I knew that, ultimately, it was not the right profession for me.

With the support of my wife, I took a leap of faith, resigned from my teaching position, and went back to school to complete my MBA. Throughout that process, I spent time reflecting on what was important to...

Work History

  • Edward JonesJune 2019 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Education

  • John Brown UnivMasters

Team Members

  • Bev Wartenweiler
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(608) 328-1040

Fax

(855) 290-3771

Office Address

1015 18th Ave Ste 111
Monroe, WI 53566opens in a new window

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