Cody Evers (CRD# 6391817) is an Investment Advisor Representative working at Associated Investment Services, Inc. in Appleton, WI and has over 9 years of experience in the finance industry.
CRD# 3078445
Mcglone Suttner Wealth Management, Inc.
CRD# 4323474
Lpl Financial LLC
CRD# 1487537
Northwestern Mutual Investment Services,llc
Company Name | Location | Dates | Years |
---|---|---|---|
Associated Investment Services, Inc. | Green Bay, WI | Mar 2022 - Current | 2 |
Thrivent Investment Management Inc. | Appleton, WI | Sep 2017 - Mar 2022 | 4 |
Thrivent Financial | Appleton, WI | Sep 2017 - Mar 2022 | 4 |
The Prudential Insurance Company Of America | Appleton, WI | Sep 2014 - Sep 2017 | 3 |
Pruco Securities, LLC | Appleton, WI | Sep 2014 - Sep 2017 | 3 |
The Prudential Insurance Company Of America | Appleton, WI | Sep 2014 - Sep 2017 | 3 |
Pruco Securities, LLC | Appleton, WI | Sep 2014 - Sep 2017 | 3 |
Colonial Life | Appleton, WI | Jun 2014 - Aug 2014 | < 1 |
Colonial Life | Appleton, WI | Jun 2014 - Aug 2014 | < 1 |
Unemployed | Little Chute, WI | Sep 2004 - Jun 2014 | 9 |
Unemployed | Little Chute, WI | Sep 2004 - Jun 2014 | 9 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Oct 2014 |
S65 | NASAA Investment Advisors Law Examination | Jul 2015 |
- WI
-
Total Assets Under Management863MILLIONS
-
Total Number of Accounts4,578ACCOUNTS
-
Average Account Value$188,413
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
AZ, CA, FL, GA, IA, IL, IN, LA, MI, MN, MO, NE, NV, OH, SC, TX, WI
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