Cody Heins (CRD# 6904730) is an Investment Advisor Representative working at Lpl Financial LLC in Glendale, AZ and has over 6 years of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4607086
Origin Investment Advisory LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial, LLC | Glendale, AZ | Oct 2021 - Current | 2 |
| Edward Jones | St Louis, MO | Feb 2018 - Oct 2021 | 3 |
| Union Bank & Trust | Lincoln, NE | Mar 2016 - Feb 2018 | 1 |
| University Of Nebraska-lincoln | Lincoln, NE | Aug 2017 - Dec 2017 | < 1 |
| University Of Nebraska-lincoln | Lincoln, NE | Aug 2016 - May 2017 | < 1 |
| Hy Vee | Lincoln, NE | Jul 2016 - Aug 2016 | < 1 |
| University Of Nebraska-lincoln | Lincoln, NE | Aug 2015 - May 2016 | < 1 |
| United States Senator Deb Fischer's Office | Omaha, NE | May 2015 - Aug 2015 | < 1 |
| Lowe's Home Improvement | Omaha, NE | May 2015 - Aug 2015 | < 1 |
| University Of Nebraska-lincoln | Lincoln, NE | Aug 2014 - May 2015 | < 1 |
| Lowe's Home Improvement | Omaha, NE | May 2014 - Aug 2014 | < 1 |
| University Of Nebraska-lincoln | Lincoln, NE | Aug 2013 - May 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2018 |
- CA
- TX
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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