Cody Evers is a registered investment advisor at Raymond James & Associates, INC., based in Menasha, WI, with 10 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
Menasha, WI
Get directionsHistory
Regulatory History
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 coaches high school athletes, taking about a quarter of his time. He also owns rental properties and runs a laundromat, dedicating about 10-20% of his time and a few hours per week, respectively.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.
Raymond James Financial Services, INC.
Raymond James & Associates, INC.Broker
Raymond James Financial Services, INC.Broker
Previous Registrations
Associated Investment Services, INC.
Associated Investment Services, INC.Broker
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
State Registrations1 state
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.