Koda Wealth Management

Koda Wealth Management (CRD# 325700) is a financial advisory firm headquartered in Abilene, TX. They manage $14,328,350 in 86 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
2658 Industrial Blvd, Abilene, TX 79605
https://www.kodawealth.com
By the Numbers
  • Total Assets Under Management
    14
    MILLION
  • Total Number of Accounts
    86
    ACCOUNTS
  • Average Account Value
    $166,609
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Koda Wealth Management
Showing 1 - 1 of 1 top financial advisors.
1
Brendan Messenger, financial advisor Abilene TX
Brendan R. Messenger
CRD#: 5264494
2658 Industrial Blvd, Abilene, TX 79605

Brendan Messenger (CRD# 5264494) is an Investment Advisor Representative working at Koda Wealth Management in Abilene, TX and has over 17 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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