Cody Hildebrand, financial advisor Quincy IL

Cody Hildebrand

CRD Number: 6924285
Current Firm: Cwm, LLC

Cody Hildebrand (CRD# 6924285) is an Investment Advisor Representative working at Cwm, LLC in Quincy, IL and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Cetera Advisor Networks LLC El Segundo, CA Aug 2018 - Current 5
Cwm, Llc Dba Carson Group Partners Payson, IL Jul 2018 - Current 5
Pruco Securities, LLC Springfield, IL Mar 2018 - Jul 2018 < 1
Illinois College Jacksonville, IL Aug 2016 - May 2018 1
Nichol's Park Pool Jacksonville, IL Jun 2016 - Aug 2016 < 1
Illinois College Jacksonville, IL Aug 2015 - Jun 2016 < 1
Quincy Country Club Quincy, IL May 2015 - Aug 2015 < 1
Payson Seymour High School Payson, IL Feb 2008 - May 2015 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2018
S65 NASAA Investment Advisors Law Examination Nov 2018
Contact Info for Cody J. Hildebrand
Phone Number: 402-330-0808
Registered State(s):
  • IL
  • MO
  • TX
By the Numbers
  • Total Assets Under Management
    26,774
    MILLIONS
  • Total Number of Accounts
    110,327
    ACCOUNTS
  • Average Account Value
    $242,682
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • 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, 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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