Cody Willis is a registered investment advisor, based in Springfield, OR, with 1 years of industry experience.
Location
Springfield, OR
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 ActivitiesSells Insurance
Cody is the owner and agent of Cody Willis's Insurance Agency, an insurance business affiliated with State Farm. He dedicates about half of his time to servicing customers and supervising employees.
Employment History
Current Registrations
State Farm Vp Management CORP.
May 2024 - Present · 2 yrs
State Farm Vp Management CORP.Broker
May 2024 - Present · 2 yrs
State Farm Investment Management CORP.
May 2024 - Present · 2 yrs
State Registrations3 states
IDORWA
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.