CM
CFP
CM
CFP

Cody Molacek

14 Years of Experience
Ames, IA
Broker

Cody Molacek is a CFP-designated registered investment advisor at Northwestern Mutual Investment Services,llc, based in Ames, IA, with 14 years of industry experience. Cody operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 1 clients.

Compensation
Fixed/Hourly
Firm Size
2117 advisors
Number of Clients
1 client
Average Client Portfolio
Not specified

Fee Structure

Investment management only (planning not offered)

NMIS does not manage accounts directly for individual clients. NMIS provides referral services to other investment advisors and fixed income advice to other investment advisors.

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Location

1606 Golden Aspen Dr, Ste 106, Ames, IA, 50010

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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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Employment History
Current Registrations
Northwestern Mutual Investment Services, LLCBroker
April 2024 - Present · 2 yrs 3 mos
Northwestern Mutual Investment Services,llc
March 2024 - Present · 2 yrs 4 mos
Previous Registrations
River Glen Wealth Counselors
June 2018 - August 2023 · 5 yrs 2 mos
Charles Schwab & CO., INC.
November 2015 - June 2018 · 2 yrs 7 mos
Charles Schwab & CO., INC.Broker
November 2015 - June 2018 · 2 yrs 7 mos
Tiaa-Cref Advice and Planning Services
October 2014 - October 2015 · 1 yr
Tiaa-Cref Individual & Institutional Services, LLCBroker
October 2014 - October 2015 · 1 yr
Strategic Advisers, INC.
June 2012 - October 2014 · 2 yrs 4 mos
Fidelity Brokerage Services LLCBroker
May 2012 - October 2014 · 2 yrs 5 mos
Securian Financial Services, INC.
July 2011 - May 2012 · 10 mos
Securian Financial Services, INC.Broker
May 2011 - May 2012 · 1 yr
State Registrations12 states
AZCTIAILINKSMIMNNENJSDWI
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.
Cody Molacek - Financial Advisor | TrueAdvisor