Cody Fleming (CRD# 7810592) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Springfield, OR and has 1 year of experience in the finance industry.
CRD# 6422505
Charles Schwab & Company, Inc.
CRD# 4299722
Sapient Private Wealth Management, LLC
CRD# 5251001
Commonwealth Financial Network
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cody Fleming's Insurance Agency | Springfield, OR | Apr 2024 - Current | < 1 |
| State Farm Investment Management Corp | Springfield, OR | Apr 2024 - Current | < 1 |
| State Farm Vp Management Corp | Springfield, OR | Apr 2024 - Current | < 1 |
| State Farm Insurance | Eugene, OR | Jan 2024 - Apr 2024 | < 1 |
| State Farm Investment Management Corp | Eugene, OR | Jan 2024 - Apr 2024 | < 1 |
| State Farm Vp Management Corp | Eugene, OR | Jan 2024 - Apr 2024 | < 1 |
| State Farm Investment Management Corp | Goleta, CA | Nov 2023 - Jan 2024 | < 1 |
| State Farm Insurance | Goleta, CA | Nov 2023 - Jan 2024 | < 1 |
| State Farm Vp Management Corp | Goleta, CA | Nov 2023 - Jan 2024 | < 1 |
| State Farm Vp Management Corp | Brookings, OR | Oct 2023 - Nov 2023 | < 1 |
| Daryn Farmer Insurance Agency | Brookings, OR | Sep 2023 - Nov 2023 | < 1 |
| University Of California - Santa Barbara | Santa Barbara, CA | Sep 2019 - Sep 2023 | 4 |
| Ucs, Inc. | Lincolnton, NC | Aug 2017 - Sep 2019 | 2 |
| University Of California - Santa Barbara | Santa Barbara, CA | Aug 2011 - Aug 2017 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2023 |
| S63 | Uniform Securities State Law Examination | Sep 2023 |
- OR
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Total Assets Under Management10,165MILLIONS
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Total Number of Accounts4ACCOUNTS
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Average Account Value$2,541,134,043
- A percentage of assets under your management
- Portfolio management for investment companies (as well as "business development companies")
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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