Cody Zindler (CRD# 5050165) is an Investment Advisor Representative working at Matson Money, Inc. in Mason, OH and has over 17 years of experience in the finance industry.
CRD# 7298322
Truly Prosper Financial Planning LLC
CRD# 6626957
Kld Wealth Management
CRD# 3004878
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Matson Money, Inc. | Scottsdale, AZ | Jul 2018 - Current | 5 |
| Voya | Phoenix, AZ | Sep 2017 - Jul 2018 | < 1 |
| Gabriel Partners LLC | Phoenix, AZ | Dec 2016 - Sep 2017 | < 1 |
| Morgan Stanley | New York, NY | Sep 2016 - Nov 2016 | < 1 |
| Unemployed | Palm Springs, CA | Mar 2016 - Aug 2016 | < 1 |
| Pimco Associates | Newport Beach, CA | Dec 2014 - Feb 2016 | 1 |
| Unemployed | Palm Springs, CA | Jan 2013 - Nov 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2006 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2024 |
- AZ
-
Total Assets Under Management19,647MILLIONS
-
Total Number of Accounts30,605ACCOUNTS
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Average Account Value$641,967
- A percentage of assets under your management
- Other
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Publication of periodicals or newsletters
- Educational seminars/workshops
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, WY
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