CR
CFP
CR
CFP

Cody Reading

17 Years of Experience
St. Louis, MO
Broker

Cody Reading is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in St. Louis, MO, with 17 years of industry experience. Cody operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
Loading...

Location

3660 S. Geyer Road, Suite 200, St. Louis, MO, 63127

Get directions

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.

Learn about disclosures →
Other Business Activities

Cody operates MSMF Wealth Management, a DBA for his investment practice through Cetera, and also provides retirement plan administration. This activity, which is investment-related, takes about a quarter of his time.

Employment History
Current Registrations
Cetera Investment Advisers LLC
November 2008 - Present · 17 yrs 6 mos
Cetera Financial Specialists LLCBroker
October 2008 - Present · 17 yrs 7 mos
State Registrations28 states
ALAZCADCFLILINKSKYLAMAMDMIMNMONCNENJNVNYOHOKSCSDTNTXVAWA
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.