Work History
Edward Jones
Edward JonesAugust 2018 to Current
About Cody
Hello, and thank you for getting to know me.
I became a financial advisor to help others balance today’s needs with tomorrow’s dreams — because let’s face it, the back burner is no place for your future. I focus on workplace retirement plans, business owners and individual wealth strategies.
Financial success isn’t just about investments; it’s about planning, coaching and a mindset that doesn’t involve “hoping for the best” as a strategy. Think of me as your financial GPS: I’ll help you plan smarter, save intentionally and avoid those “detours” that can take your goals off course. Together, we’ll map out a...
I became a financial advisor to help others balance today’s needs with tomorrow’s dreams — because let’s face it, the back burner is no place for your future. I focus on workplace retirement plans, business owners and individual wealth strategies.
Financial success isn’t just about investments; it’s about planning, coaching and a mindset that doesn’t involve “hoping for the best” as a strategy. Think of me as your financial GPS: I’ll help you plan smarter, save intentionally and avoid those “detours” that can take your goals off course. Together, we’ll map out a...
Focus Areas
- Business Retirement Plans
- Entrepreneurs & Business Owners
- Wealth Strategies
- Estate & Legacy Strategies
- Military Professionals & Veterans
- Insurance & Annuities
Work History
Edward Jones
Edward JonesAugust 2018 to Current
Certifications
CEPA®
Certified Exit Planning Advisor®
Education
Univ of Wisconsin,Stout
Univ of Wisconsin,StoutBachelor of ScienceUniv of Wisconsin,Stout
Univ of Wisconsin,StoutBachelor of Arts
Education
Univ of Wisconsin,Stout
Univ of Wisconsin,StoutBachelor of ScienceUniv of Wisconsin,Stout
Univ of Wisconsin,StoutBachelor of Arts
Personal Interests
- Active Lifestyle
- Vintage Cars
- Motorcycles
- Outdoor Enthusiast
- Community Outreach
Team Members
Amanda ChristiansenBranch Office Administrator
Send Me a Message
* Required fieldSend Me a Message
* Required fieldOffice Information
Hours
| Weekday | Availability |
|---|---|
| Mon | 08:30AM - 04:30PM |
| Mon | 08:30AM - 04:30PM |
| Tue | 08:30AM - 04:30PM |
| Tue | 08:30AM - 04:30PM |
| Wed | 08:30AM - 04:30PM |
| Wed | 08:30AM - 04:30PM |
| Thu | 08:30AM - 04:30PM |
| Thu | 08:30AM - 04:30PM |
| Fri | 08:30AM - 04:30PM |
| Fri | 08:30AM - 04:30PM |
| Sat | Closed |
| Sat | Closed |
| Sun | Closed |
| Sun | Closed |
Office Hours
| Weekday | Availability |
|---|---|
| Mon | 08:30AM - 04:30PM |
| Mon | 08:30AM - 04:30PM |
| Tue | 08:30AM - 04:30PM |
| Tue | 08:30AM - 04:30PM |
| Wed | 08:30AM - 04:30PM |
| Wed | 08:30AM - 04:30PM |
| Thu | 08:30AM - 04:30PM |
| Thu | 08:30AM - 04:30PM |
| Fri | 08:30AM - 04:30PM |
| Fri | 08:30AM - 04:30PM |
| Sat | Closed |
| Sat | Closed |
| Sun | Closed |
| Sun | Closed |
Additional Hours
- Evenings
- Web Conferencing
Additional Hours
- Evenings
- Web Conferencing
Location
North HudsonFor information about how Edward Jones uses and protects your data, visit our Privacy and Security page:
https://www.edwardjones.com/us-en/privacy
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