CJ
CJ

Cody Johnson

22 Years of Experience
Edina, MN
Broker

Cody Johnson is a registered investment advisor at Ameriprise Financial Services, LLC, based in Edina, MN, with 22 years of industry experience. Cody operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12781 advisors
Number of Clients
1,330,280 clients
Average Client Portfolio
$424K average
Assets Under Management
$564.6B

Fee Structure

Minimum Investment:$2K

Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.

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Location

7601 France Ave S, Ste 630, Edina, MN, 55435-5968

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Cody owns single-family and multi-family real estate properties, some investment-related and some not. Cody also works for BDLR Group, Inc., dedicating about a third of his time, including during trading hours.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
March 2014 - Present · 12 yrs 2 mos
Ameriprise Financial Services, LLC
March 2014 - Present · 12 yrs 2 mos
Ameriprise Financial Services, LLCBroker
March 2014 - Present · 12 yrs 2 mos
Previous Registrations
Ameriprise Financial Services, INC.
January 2014 - March 2014 · 2 mos
Ameriprise Financial Services, INC.
October 2006 - October 2008 · 2 yrs
Ameriprise Financial Services, INC.Broker
February 2005 - March 2014 · 9 yrs 1 mo
Ids Life Insurance CompanyBroker
February 2005 - June 2006 · 1 yr 4 mos
Primevest Financial Services, INC.Broker
November 2003 - February 2005 · 1 yr 3 mos
State Registrations1 state
MN
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.