Codi Koxlien
Codi Koxlien is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Chippewa Falls, WI, with 8 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
11 East Central Avenue, Chippewa Falls, WI, 54729
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Codi works as an associate/employee for Fries Financial Group, handling paperwork and administrative tasks. This takes about half of Codi's time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Triad Advisors, INC.Broker
State Registrations2 states
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