Cody Jennewein, financial advisor Grand Forks ND

Cody Jennewein

CRD Number: 7298780
Current Firm: Osaic Institutions, Inc.

Cody Jennewein (CRD# 7298780) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Grand Forks, ND and has 1 year of experience in the finance industry.

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Osaic Institutions, Inc.
Company Name Location Dates Years
Infinex Investments Inc. Grand Forks, ND Apr 2023 - Current 1
Alerus Financial, N.a. Grand Forks, ND Jan 2023 - Current 1
Bemobile Inc. -verizon Authorized Retailer Grand Forks, ND Sep 2022 - Jan 2023 < 1
Southtown Pourhouse Grand Forks, ND Jan 2017 - Dec 2022 5
Northwestern Mutual Investment Services LLC Grand Forks, ND Feb 2022 - Nov 2022 < 1
Northwestern Mutual Life Insurance Company Milwaukee, WI Mar 2021 - Nov 2022 1
Paradiso Mexican Restaurant Grand Forks, ND Mar 2018 - Jul 2022 4
Grand Forks Park District Grand Forks, ND May 2014 - Aug 2020 6
Grand Forks Public Schools Grand Forks, ND Sep 2015 - Oct 2019 4
Italian Moon Grand Forks, ND Nov 2017 - Feb 2018 < 1
Ground Round Grand Forks, ND Jul 2017 - Oct 2017 < 1
Green Mill Grand Forks, ND Feb 2017 - May 2017 < 1
Gerrells Sports Center Grand Forks, ND Sep 2012 - Mar 2017 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2023
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Cody J. Jennewein
Phone Number: 203-599-6000
Registered State(s):
  • ND
By the Numbers
  • Total Assets Under Management
    3,627
    MILLIONS
  • Total Number of Accounts
    8,478
    ACCOUNTS
  • Average Account Value
    $427,771
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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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