Cody
Williams
Wealthspan Partners, LLC
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About this Advisor
Cody Williams is a financial advisor operating in Davenport, Iowa. Williams is an advisor for Wealthspan Partners, LLC. Their career trajectory has included roles at Morgan Stanley & Co LLC, Group O, Inc, Depaul University, Rbc Capital Markets, LLC, Oakwood Country Club and Wealthspan Partners, LLC. Williams maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to serve investors in Iowa. Wealthspan Partners, LLC is a registered investment company based in Davenport, IA. The investment advisory business has just three financial advisors. It handles $225 million in assets across its 1,111 customer accounts, placing it among the mid-sized investment advisory firms in the country by assets under management. Of its 1,111 customer accounts, 29% are held by high-net-worth clients who have more than $1 million in assets. Wealthspan Partners, LLC performs a set of services, such as financial planning services and portfolio management for individuals and small businesses. A financial advisor's fees vary depending on which services the firm provides the client. However, fees charged by Wealthspan Partners, LLC likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Wealthspan Partners, LLC Brokerage Details
$224,532,347
3
1,111
$202,099
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Cody Williams Work History
Cody has been registered as a financial advisor for 0 years.*
Wealthspan Partners, LLC
Rbc Capital Markets, LLC
Morgan Stanley & Co LLC
Group O, Inc
Depaul University
Oakwood Country Club
*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 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
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