Cody Braun, financial advisor Libertyville IL
94 score

Cody Braun

CRD Number: 5371779
Current Firm: Money Concepts Advisory Service

Cody Braun (CRD# 5371779) is an Investment Advisor Representative working at The Tranel Financial Group associated with Money Concepts Advisory Service in Libertyville, IL and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
The Tranel Financial Group Libertyville, IL Jan 2011 - Current 5
Money Concepts Capital Corp Palm Beach Gardens, FL Jan 2011 - Current 5
Harley-davidson Motor Company Milwaukee, WI May 2008 - Dec 2010 2
University Fo Wisconsin Whitewater Whitewater, WI Sep 2004 - May 2008 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2013
S65 NASAA Investment Advisors Law Examination Jul 2013
Contact Info for Cody C. Braun
By the Numbers
  • Total Assets Under Management
    1,181
    MILLIONS
  • Total Number of Accounts
    10,305
    ACCOUNTS
  • Average Account Value
    $114,649
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
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, VT, WA, WI, WV

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BADGES
94
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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