Cody Wheeler
Cody Wheeler is a ChFC-designated registered investment advisor at State Farm Investment Management CORP., based in Franklin, TN, with 9 years of industry experience. Cody is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 3,575 clients with $13B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.25% |
| $100K - $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1M+ | 0.50% |
Customized fees may be negotiated for total account values of $10,000,000 or more. Certain fee reductions apply for employees and accounts funded from specific previously established brokerage accounts.
Fee Estimator
Location
8086 Berry Farms Xing, Suite 105, Franklin, TN, 37064
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 ActivitiesSells Insurance
Cody owns and works as an agent for Cody Wheeler's Insurance Agency, which is affiliated with State Farm. This investment-related activity involves servicing customers and supervising employees, taking about half of Cody's time.
Employment History
Current Registrations
State Farm Investment Management CORP.
State Farm Vp Management CORP.Broker
State Farm Vp Management CORP.
Previous Registrations
State Farm Vp Management CORP.Broker
State Registrations5 states
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
More Advisors
- Jordan Drake, ChFCState Farm Investment Management CORP.
- David Koon, ChFCState Farm Investment Management CORP.
- Robert PearsonState Farm Investment Management CORP.
- Christopher Woodlee, ChFCState Farm Investment Management CORP.
- Brian Martin, ChFCState Farm Investment Management CORP.
- Isaac Lindell, CFPSagespring Wealth Partners