Cody
Robinson
Financial Planning Services
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About this Advisor
Cody Robinson is a certified financial planner working out of Fort Wayne, Indiana with a total of 3 years of industry experience. Robinson is on the advisory team at Financial Planning Services. Robinson has gained experience at Mike'S Carwash, Murray Equipment, Olivet Nazarene University, Financial Planning Services and Royal Alliance Associates, Inc. Robinson holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can operate in Indiana. Financial Planning Services is an advisory company operating out of Fort Wayne, IN. It has $98 million in assets under management across its 677 accounts, making it one of the smaller financial advisory firms in the country by assets under management. The firm provides services to one charitable organizations. Of its 677 client accounts, just 8% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. The advisory firm offers a set of services, such as financial planning services, portfolio management for individuals and small businesses and educational seminars. Financial management fees usually are based on which services the firm provides the client. However, fees charged by Financial Planning Services likely are comprised of some combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Financial Planning Services Brokerage Details
$98,308,566
4
677
$145,212
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Cody Robinson Work History
Cody has been registered as a financial advisor for 3 years.*
Financial Planning Services
Royal Alliance Associates, Inc
Financial Planning Services
Murray Equipment
Olivet Nazarene University
Olivet Nazarene University
Mike'S Carwash
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Cody Robinson 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 Financial Planning Services
Fort Wayne, IN
Fort Wayne, IN
Fort Wayne, IN
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
