Cody Dunifon, financial advisor Chicago IL

Cody Dunifon

CRD Number: 6196758
Current Firm: The Mather Group, LLC

Cody Dunifon (CRD# 6196758) is an Investment Advisor Representative working at The Mather Group, LLC in Chicago, IL and has 1 year of experience in the finance industry. Cody Dunifon has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Similar Advisors
Charles Melka, financial advisor Chicago IL
Charles P. Melka
CRD# 2216510
Sequoia Wealth Management, LLC
Similar Advisors
Greg Aagaard, financial advisor Chicago IL
Greg S. Aagaard
CRD# 4993109
Tc Wealth Partners, LLC
Similar Advisors
Thomas Aagaard, financial advisor Chicago IL
Thomas E. Aagaard
CRD# 5569194
Amplify Investments LLC
Professional Designations
Company Name Location Dates Years
The Mather Group, LLC Chicago, IL Mar 2020 - Current < 1
Altair Advisors Chicago, IL Mar 2016 - Mar 2020 4
Midland Ira Chicago, IL Feb 2014 - Mar 2016 2
Student West Lafayette, IN Dec 2013 - Feb 2014 < 1
Purdue University West Lafayette, IN Aug 2009 - Dec 2013 4

Cody Dunifon has no recent exams reported.
Contact Info for Cody W. Dunifon
Phone Number: 630-537-1078
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    4,696
    MILLIONS
  • Total Number of Accounts
    8,614
    ACCOUNTS
  • Average Account Value
    $545,164
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AZ, CA, CO, CT, DC, FL, GA, IL, IN, KY, LA, MA, MD, MI, MN, MO, MT, NC, NE, NH, NJ, NY, OH, PA, RI, SC, TN, TX, VA, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.