Cody
Nadeau

Wilian Securities, LLC

CRD#7009896
Investment Advisor
in Saint Paul, MN

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About this Advisor

Cody Nadeau is a financial advisor based in Saint Paul, Minnesota, working with Wilian Securities, LLC. Cody has previously held positions at Great Waters Financial, Advisornet Financial, University Of Minnesota - Duluth, Isd 624, Minor, Great Water Wealth Management, Wilian Securities, LLC, and Wilian Financial. Cody has passed the Series 65 regulatory exam and is registered to provide services in Minnesota. Currently, Cody is part of Wilian Securities, LLC, which operates out of Saint Paul, Minnesota. The firm has 5 employees and manages assets totaling $75.2 million. The firm serves high-net-worth clients and offers portfolio management for individuals and small businesses. The fee structure at Wilian Securities, LLC includes asset-based fees.

Certifications and Registrations

Series 65

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

3640 Talmage Circle St 100
Saint Paul, MN 55110

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Wilian Securities, LLC Brokerage Details

Total Assets Under Management

$75,200,000

MN Average: $5,289,111,388
Total Number of Employees

5

MN Average: 157
Total Number of Accounts

138

MN Average: 8,262
Average Account Size

$544,928

MN Average: $640,173

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Cody Nadeau Work History

2022 - Present (2 years)

Wilian Securities, LLC

2022 - Present (2 years)

Wilian Financial

2021 - 2022 (1 year)

Great Water Wealth Management

2018 - 2021 (3 years)

Great Waters Financial

2018 - 2021 (3 years)

Advisornet Financial

2014 - 2017 (3 years)

University Of Minnesota - Duluth

2014 - 2016 (2 years)

Isd 624

2007 - 2014 (7 years)

Minor

Disclosures

Please visit the SEC profile of Cody Nadeau 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 Wilian Securities, LLC

Will Johnson
Saint Paul, MN
Megan Nadeau
Saint Paul, MN
Patrick Manning
Saint Paul, MN
Cody Nadeau
Saint Paul, MN
Brian Jass
Saint Paul, MN

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