Cody
Brooks
Newedge Advisors
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About this Advisor
Cody Brooks is a financial advisor based in Bottineau, North Dakota, working with Newedge Advisors. Cody has previously held positions at Corewealth Financial Advisors, Mckenzie County School District, Silver Fox Pipeline & Facility Services, Inc, First International Bank & Trust, Valley City State University, Mayville State University, Lakeshore Lawns, Lpl Financial LLC, and Newedge Advisors, LLC. Cody has passed the Series 66 regulatory exam and is registered to provide services in North Dakota and Texas. Currently, Cody is part of Newedge Advisors, which operates out of Bottineau, North Dakota. The firm has 99 offices and 570 employees. The firm manages assets totaling $18.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Newedge Advisors includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Newedge Advisors Brokerage Details
$18,432,430,824
570
62,249
$296,108
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Cody Brooks Work History
Lpl Financial LLC
Newedge Advisors, LLC
Corewealth Financial Advisors
Mckenzie County School District
Silver Fox Pipeline & Facility Services, Inc
First International Bank & Trust
Mckenzie County School District
Valley City State University
Mayville State University
Lakeshore Lawns
Disclosures
Please visit the SEC profile of Cody Brooks 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 Newedge Advisors
New Orleans, LA
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Rancho Cordova, CA
Lake Charles, LA
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Bellevue, WA
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.
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