Cody Austin (CRD# 5923603) is an Investment Advisor Representative working at Austin Wealth Solutions in Shreve, OH and has over 8 years of experience in the finance industry.
CRD# 5523862
Whitaker-myers Wealth Managers, Ltd.
CRD# 5532114
Stifel, Nicolaus & Company, Incorporated
CRD# 5131366
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Austin Wealth Solutions Llc Dba Austin Wealth Solutions | Shreve, OH | Jun 2022 - Current | 1 |
| Troy Miller Agency | Shreve, OH | Jan 2014 - Current | 10 |
| Retirement Wealth Advisors | Shreve, OH | Dec 2018 - Jun 2022 | 3 |
| Life Is Good No Matter What | Akron, OH | Nov 2018 - Aug 2020 | 1 |
| L.m. Kohn & Company | Cincinnati, OH | Feb 2018 - Dec 2018 | < 1 |
| Hiland Naturals Consulting | Wooster, OH | Mar 2017 - Dec 2018 | 1 |
| Cochrell Financial | Burbank, OH | Sep 2015 - Dec 2017 | 2 |
| Securities Service Network, Inc. | Burbank, OH | Sep 2015 - Dec 2017 | 2 |
| University Of Akron | Akron, OH | Jan 2016 - Feb 2017 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2016 |
- OH
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Total Assets Under Management4MILLIONS
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Total Number of Accounts76ACCOUNTS
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Average Account Value$46,379
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
OH
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