Cody is an LPL Financial Advisor for Discovery Financial dedicated to assisting his clients in pursuing their financial goals.
As a CERTIFIED FINANCIAL PLANNER™ professional, he believes it is critical to consider all areas of the client’s financial picture when constructing a plan for the future. In 2015, Cody left the golf industry to join Discovery Financial. While the change was dramatic, he saw a major similarity between the industries: put the client first. He is truly passionate about building trusted relationships and seeing clients succeed.
Cody and his wife, Erin, are lifelong residents of the area and have 3 children: Marcus, Avery and Sean. His family leads an active lifestyle, busy with sports, time on the water and activities with friends and family. Cody has served on the Red Wing Youth Baseball Association board and volunteered as a youth coach in basketball, baseball, and football.
Experience
Cody is a Registered Representative and Investment Advisor Representative of LPL Financial and has been affiliated with Discovery Financial since 2015.
- Graduated from the University of Wisconsin-Stout with a Bachelor’s degree in 2008
- Holds Series 7, 66 and 24 securities registrations with LPL Financial as well as life and health insurance licenses
- Obtained his CFP® Certification in 2021