Cody Poepperling is a registered investment advisor, based in Lakewood Ranch, FL, with 5 years of industry experience.
Location
6260 Lake Osprey Dr, Lakewood Ranch, FL, 34240
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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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Cody works as a financial advisor at Aksala Wealth Advisors LLC, focusing on retirement transition planning, wealth and portfolio management, and financial planning. This is a full-time role.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
September 2025 - Present · 8 mos
Cetera Investment Advisers LLC
August 2025 - Present · 9 mos
Previous Registrations
Avantax Investment Services, INC.Broker
September 2023 - September 2025 · 2 yrs
Avantax Advisory Services
August 2023 - September 2025 · 2 yrs 1 mo
Fisher Investments
July 2021 - August 2023 · 2 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith Incorporated
February 2021 - June 2021 · 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 2020 - June 2021 · 6 mos
State Registrations1 state
FL
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.