Cody Wald (CRD# 7310149) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Lakeville, MN and has over 2 years of experience in the finance industry.
CRD# 4618120
Thrivent Advisor Network, LLC
CRD# 2309650
Wealth Enhancement Advisory Services, LLC
CRD# 1506077
Abens Financial Services Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Ameriprise Financial Services, LLC | Lakeville, MN | Nov 2020 - Current | 3 |
Deloitte And Touche | Minneapolis, MN | Oct 2018 - Nov 2020 | 2 |
Unemployed | Anoka, MN | May 2018 - Oct 2018 | < 1 |
Full-time Education | Collegeville, MN | Aug 2017 - May 2018 | < 1 |
Pricewaterhousecoopers | Minneapolis, MN | Jun 2017 - Aug 2017 | < 1 |
Unemployed | Anoka, MN | May 2017 - Jun 2017 | < 1 |
Full-time Education | Collegeville, MN | Aug 2016 - May 2017 | < 1 |
Saint John's Paint Shop (on-campus Job) | Collegeville, MN | Aug 2016 - Dec 2016 | < 1 |
Medtronic | Minneapolis, MN | Jun 2016 - Aug 2016 | < 1 |
Unemployed | Anoka, MN | May 2016 - Jun 2016 | < 1 |
Full-time Education | Collegeville, MN | Aug 2015 - May 2016 | < 1 |
Saint John's Paint Shop (on-campus Job) | Collegeville, MN | Aug 2015 - May 2016 | < 1 |
Britannia Development Company, Inc. | Minneapolis, MN | Jun 2015 - Aug 2015 | < 1 |
Federal Premium Ammunition | Anoka, MN | May 2015 - Jun 2015 | < 1 |
Full-time Education | Collegeville, MN | Aug 2014 - May 2015 | < 1 |
Federal Premium Ammunition | Anoka, MN | Jun 2014 - Aug 2014 | < 1 |
Mansetti's Pizza & Pasta | Ham Lake, MN | Mar 2014 - Jun 2014 | < 1 |
Full-time Education | St. Francis, MN | Sep 2013 - Jun 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Sep 2021 |
- MN
- TX
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Total Assets Under Management479,794MILLIONS
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Total Number of Accounts2,284,921ACCOUNTS
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Average Account Value$209,983
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
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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