Cody
Molacek
River Glen Wealth Counselors
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About this Advisor
Cody Molacek is a certified financial planner operating out of West Des Moines, Iowa, with a total of 5 years of relevant experience. Molacek is on the advisory team at River Glen Wealth Counselors. Molacek has gained experience at Fidelity Investments, Tiaa, Tiaa-Cref Individual & Institutional Services, LLC, Charles Schwab & Co., Inc, Charles Schwab Bank and River Glen Wealth Counselors. Molacek has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Iowa. River Glen Wealth Counselors is a financial advisory firm that has its headquarters in West Des Moines, IA. It manages $242 million in total assets among its 586 accounts, placing it among the mid-sized financial advisory firms in the United States by assets under management. Of its 586 client accounts, 46% belong to high-net-worth clients who have greater than $1 million in assets. River Glen Wealth Counselors provides a set of services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees charged by financial advisors usually are based on the type of financial services provided. However, fees billed by River Glen Wealth Counselors most likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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River Glen Wealth Counselors Brokerage Details
$241,859,281
4
586
$412,729
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Cody Molacek Work History
Cody has been registered as a financial advisor for 5 years.*
River Glen Wealth Counselors
Charles Schwab & Co., Inc
Charles Schwab Bank
Tiaa
Tiaa-Cref Individual & Institutional Services, LLC
Fidelity Investments
*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 Molacek 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 River Glen Wealth Counselors
West Des Moines, IA
West Des Moines, IA
West Des Moines, IA
West Des Moines, IA
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.
