Cody
Gehman
Stonebridge Financial Group, LLC
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About this Advisor
Cody Gehman is a financial advisor based in Lemoyne, Pennsylvania, working with Stonebridge Financial Group, LLC. Cody has previously held positions at Wells Fargo Advisors Financial Network, LLC, Rkl, Llp, Allenberry Resort & Lodging LLC, Full Time Education, Triad Advisors, Triad Hybrid Solutions, Stonebridge Financial Group, LLC, and Private Client Services. Cody has passed the Series 66 regulatory exam and is registered to provide services in Pennsylvania and Texas. Currently, Cody is part of Stonebridge Financial Group, LLC, which operates out of Lemoyne, Pennsylvania. The firm has 2 offices and 26 employees. The firm manages assets totaling $1.6 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, and pension consulting services. The fee structure at Stonebridge Financial Group, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Stonebridge Financial Group, LLC Brokerage Details
$1,581,641,049
26
3,697
$427,817
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Cody Gehman Work History
Stonebridge Financial Group, LLC
Private Client Services
Triad Advisors
Triad Hybrid Solutions
Wells Fargo Advisors Financial Network, LLC
Allenberry Resort & Lodging LLC
Rkl, Llp
Full Time Education
Disclosures
Please visit the SEC profile of Cody Gehman 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 Stonebridge Financial Group, LLC
Lemoyne, PA
Lemoyne, PA
Lemoyne, PA
Lancaster, PA
Lemoyne, PA
Lemoyne, PA
Lemoyne, PA
Lemoyne, PA
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