Cody
Williams
Wealthspan Partners, LLC
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About this Advisor
Cody Williams is a financial advisor based in Davenport, Iowa, working with Wealthspan Partners, LLC. Cody has previously held positions at Morgan Stanley & Co LLC, Group O, Inc, Rbc Capital Markets, LLC, Oakwood Country Club, and Wealthspan Partners, LLC. Cody has passed the Series 66 regulatory exam and is registered to provide services in Iowa. Currently, Cody is part of Wealthspan Partners, LLC, which operates out of Davenport, Iowa. The firm has 3 offices and 5 employees. The firm manages assets totaling $282.5 million and serves high-net-worth clients. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Wealthspan Partners, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Wealthspan Partners, LLC Brokerage Details
$282,510,545
5
1,242
$227,464
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Cody Williams Work History
Wealthspan Partners, LLC
Rbc Capital Markets, LLC
Morgan Stanley & Co LLC
Group O, Inc
Oakwood Country Club
Disclosures
Please visit the SEC profile of Cody Williams 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 Wealthspan Partners, LLC
Davenport, IA
Davenport, IA
Davenport, IA
Rock Island, IL
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