Cody Solverson is a registered investment advisor, based in Fairfield, IA, with 13 years of industry experience.
Location
1776 Pleasant Plain Rd., Fairfield, IA, 52556
Get directionsHistory
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 is an advisory representative of a registered investment advisor (RIA) called CIRA. This activity is investment-related and takes about half of Cody's time.
Employment History
Current Registrations
Cambridge Investment Research, INC.
June 2016 - Present · 9 yrs 11 mos
Cambridge Investment Research Advisors, INC.
June 2016 - Present · 9 yrs 11 mos
Cambridge Investment Research, INC.Broker
June 2016 - Present · 9 yrs 11 mos
Previous Registrations
CUNA Brokerage Services, INC.
October 2014 - June 2016 · 1 yr 8 mos
CUNA Brokerage Services, INC.Broker
July 2013 - June 2016 · 2 yrs 11 mos
Securities America, INC.Broker
May 2011 - March 2012 · 10 mos
State Registrations1 state
IA
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.