Cody
Carlson
Rwa Wealth Partners
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About this Advisor
Cody Carlson is a financial advisor based in Chicago, Illinois, working with Rwa Wealth Partners. Cody has previously held positions at Nike, Inc, Eastern Illinois University, Edward Jones, Fidelity Brokerage Services LLC, and Rwa Wealth Partners, LLC. Cody has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in California, Illinois, Massachusetts, and Texas. Currently, Cody is part of Rwa Wealth Partners, which operates out of Chicago, Illinois. The firm has 9 offices and 189 employees. The firm manages assets totaling $15.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and other services. The fee structure at Rwa Wealth Partners includes asset-based, hourly, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Rwa Wealth Partners Brokerage Details
$15,423,271,608
189
19,495
$791,140
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Other
Cody Carlson Work History
Rwa Wealth Partners, LLC
Fidelity Brokerage Services LLC
Edward Jones
Eastern Illinois University
Eastern Illinois University
Eastern Illinois University
Nike, Inc
Disclosures
Please visit the SEC profile of Cody Carlson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Rwa Wealth Partners
Newton Center, MA
Chicago, IL
San Rafael, CA
Newton Center, MA
Newton Center, MA
Newton Center, MA
Newton Center, MA
Newton Center, MA
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