Cody
Evers
Associated Investment Services, Inc
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About this Advisor
Cody Evers is a financial advisor based in Appleton, Wisconsin, working with Associated Investment Services, Inc. Cody has previously held positions at The Prudential Insurance Company Of America, Pruco Securities, LLC, Colonial Life, Thrivent Investment Management Inc, Thrivent Financial, and Associated Investment Services, Inc. Cody has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Wisconsin. Currently, Cody is part of Associated Investment Services, Inc, which operates out of Appleton, Wisconsin. The firm has 33 offices and 62 employees. The firm manages assets totaling $862.6 million 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, selection of other advisers, and other services. The fee structure at Associated Investment Services, Inc includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Associated Investment Services, Inc Brokerage Details
$862,552,767
62
4,578
$188,413
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Cody Evers Work History
Associated Investment Services, Inc
Thrivent Investment Management Inc
Thrivent Financial
The Prudential Insurance Company Of America
Pruco Securities, LLC
Colonial Life
The Prudential Insurance Company Of America
Pruco Securities, LLC
Colonial Life
Disclosures
Please visit the SEC profile of Cody Evers 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 Associated Investment Services, Inc
Appleton, WI
Milwaukee, WI
Saint Paul, MN
La Crosse, WI
Chicago, IL
Machesney Park, IL
Stevens Point, WI
Watertown, WI
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