Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Cody, WY
Every SEC-registered investment adviser representative at a firm office in Cody, with the firms that employ the most of them.
20 registered advisors work in Cody; the most are at O'Donnell Wealth Management (4). 3 list the CFP designation and 19 are also registered broker representatives.
Firms with the most advisors in Cody
Advisors in Cody, A to Z
CFP advisors in Cody →- Jackson L. BowerEdward Jones
- Audrey L. BrownmillerWells Fargo Clearing Services, LLC
- John P. DodenhoffO'Donnell Wealth Management
- Randolph B. FeusnerRaymond James Financial Services Advisors, Inc.
- Samuel J. HolmVantage Point Wealth Management
- Gregory J. IrwinLPL Financial LLC · Certified Financial Planner
- Thomas P. LaneO'Donnell Wealth Management
- Stephanie L. LeducAmeriprise Financial Services, LLC
- Timothy R. MahieuIntegrated Wealth Concepts LLC
- William J. MarkovichAmeriprise Financial Services, LLC
- Diane M. MartinPfs Investments Inc.
- Stephen P. O'Donnell Jr.O'Donnell Wealth Management
- Ryan M. OdonnellO'Donnell Wealth Management
- Benjamin PaytonIntegrated Wealth Concepts LLC · Certified Financial Planner, Chartered Financial Consultant
- Sara M. SchauermannCopperline Wealth Management & Planning · Certified Financial Planner
- Kelby Q. ScottEdward Jones
- Daniel L. StevensEdward Jones · Chartered Financial Analyst
- Jennifer M. TalichState Farm Investment Management Corp.
- Scott TrulikAmeriprise Financial Services, LLC
- Sandra N. WinningerOsaic Wealth, Inc.
Other cities in Wyoming
All of Wyoming →Casper 87Cheyenne 73Jackson 56Sheridan 46Powell 27Laramie 26Gillette 25Rock Springs 15Wilson 11Lander 10Riverton 10Afton 6Buffalo 6Encampment 6Jackson Hole 6
Questions
How many financial advisors are in Cody, WY?
20 investment adviser representatives are registered at firm offices in Cody, Wyoming, according to the SEC's Investment Adviser Public Disclosure records. 19 of them are also registered as broker representatives, and 3 list the CFP designation.
Which firm has the most financial advisors in Cody?
O'Donnell Wealth Management, with 4 registered advisors in Cody, followed by Ameriprise Financial Services, LLC with 3.
How do I check a financial advisor in Cody?
Each advisor below links to a profile with their firm, registrations, exams and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.