Cody
Nadeau

Wilian Securities, LLC

CRD#7009896
Investment Advisor
in Saint Paul, MN

Answer a few questions and
get matched with an advisor.

Find an Advisor

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

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

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
Brian Jass
Saint Paul, MN
Cody Nadeau
Saint Paul, MN

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started