Cody Wald, financial advisor Lakeville MN

Cody Wald

CRD Number: 7310149
Current Firm: Ameriprise Financial Services, LLC

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.

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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
Contact Info for Cody A. Wald
Phone Number: 612-671-3131
Registered State(s):
  • MN
  • TX
By the Numbers
  • Total Assets Under Management
    479,794
    MILLIONS
  • Total Number of Accounts
    2,284,921
    ACCOUNTS
  • Average Account Value
    $209,983
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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