Cody
Nadeau

Wilian Securities, LLC

CRD#7009896
Investment Advisor
in Medina, MN

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About this Advisor

Cody Nadeau is a financial advisor working in Medina, Minnesota with 1 year of industry experience. Nadeau is on the advisory team at Wilian Securities, LLC. The advisor has gained experience at Great Waters Financial, Advisornet Financial, University Of Minnesota - Duluth, Isd 624, Minor, Great Water Wealth Management, Wilian Securities, LLC and Wilian Financial. Nadeau maintains a Series 65 license, qualifying them as an investment advisor representative, and can serve investors in Minnesota. Wilian Securities, LLC is a financial advisory business operating in Medina, Minnesota. It administers $39 million in assets under management between its 293 client accounts, making it one of the smaller financial advisory firms in the nation by assets under management. Of its 293 customer accounts, just 6% are held by high-net-worth individuals who have greater than $1 million in assets. The business offers portfolio management for individuals and small businesses. Fees for financial advice largely are based on which services the firm provides the client. Fee types charged by Wilian Securities, LLC typically consist of asset-based fees.

Certifications and Registrations

Series 65

Years Registered*

1 year

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

Medina, MN

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Wilian Securities, LLC Brokerage Details

Total Assets Under Management

$38,500,000

Total Number of Employees

4

Total Number of Accounts

293

Average Account Size

$131,399

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Cody Nadeau Work History

Cody has been registered as a financial advisor for 1 years.*

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

*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 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
Medina, MN
Megan Nadeau
Medina, MN
Brian Jass
Medina, MN
Cody Nadeau
Medina, MN

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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