Kodi MullinsCRD Number: 6218889
Current Firm: Vestia Personal Wealth Advisors
Kodi Mullins (CRD# 6218889) is an Investment Advisor Representative working at Vestia Personal Wealth Advisors in Fort Wayne, IN and has over 3 years of experience in the finance industry. Kodi Mullins 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.
Creative Financial Designs, Inc.
Transamerica Financial Advisors, Inc.
Monarch Capital Management Inc.
|Vestia Advisors, LLC||Fort Wayne, IN||Jan 2018 - Current||< 1|
|Larson Financial Securities||Fort Wayne, IN||Aug 2013 - Dec 2017||4|
|Larson Financial Group, LLC||Fort Wayne, IN||Jun 2012 - Dec 2017||5|
|Health & Recreation Complex||Indianapolis, IN||Aug 2012 - May 2013||< 1|
|Applied Technology Group||Fort Wayne, IN||Dec 2011 - Dec 2012||1|
|Unemployed||Fort Wayne, IN||Jun 2011 - Dec 2011||< 1|
|Burger King||Fort Wayne, IN||Aug 2008 - Jun 2011||2|
|Unemployed||Fort Wayne, IN||Aug 2003 - Aug 2008||5|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2014|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- 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)
- Educational seminars/workshops
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