Kodi Mullins, financial advisor Fort Wayne IN
93 score

Kodi Mullins

CRD 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.

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Professional Designations
Company Name Location Dates Years
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
Contact Info for Kodi N. Mullins
Phone Number: 877-669-1126
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States

AL, AR, AZ, CA, FL, GA, IA, IL, IN, LA, MD, MI, MO, NC, NV, OH, OK, TN, TX, UT, VI, WA, WI

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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