Moriah Cody, financial advisor La Crosse WI

Moriah Cody

CRD Number: 4243595
Current Firm: Ameriprise Financial Services, LLC

Moriah Cody (CRD# 4243595) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in La Crosse, WI and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Ameriprise Financial Services, Inc. Lacrosse, WI Sep 2005 - Current 15
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2005
Contact Info for Moriah A. Cody
Phone Number: 612-671-3131
Registered State(s):
  • IA
  • TX
  • WI
By the Numbers
  • Total Assets Under Management
    313,282
    MILLIONS
  • Total Number of Accounts
    1,488,886
    ACCOUNTS
  • Average Account Value
    $210,414
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • 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, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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