Cody John Behrens

Employer firm

David Vaughan Investments, LLC CRD 105990

$5.33B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• TAX QUALIFIED AND TAFT-HARTLEY PENSION PLAN CONSULTING SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2015 → 01/2018
  Midwestern Securities Trading Company, Llc
  East Peoria, IL
• 01/2018 → 04/2019
  Pnc Investments
  Pittsburgh, PA
• 05/2019 → 11/2022
  Country Capital Management Company
  Bloomington, IL
• 04/2019 → 03/2026
  Country Trust Bank
  Bloomington, IL
• 04/2019 → 03/2026
  Country Insurance Affiliates
  Bloomington, IL
• 03/2026 → Present
  David Vaughan Investments, Llc
  Peoria, IL
• 07/2017 → 01/2018
  John Graham & Associates
  East Peoria, IL
• 03/2016 → 07/2017
  North Adams State Bank
  Camp Point, IL

Previous Registrations

• 2018-01-26 → 2019-04-04
  Pnc Wealth Management Llc
  Peoria, IL
  Peoria, IL
  Peoria, IL
  Peoria, IL
• 2016-02-25 → 2018-01-02
  Midwestern Securities Trading Company, Llc
  East Peoria, IL
  East Peoria, IL
  Camp Point, IL

Exams

• S66 Uniform Combined State Law Examination
  2016-02-18

Designations

• Chartered Financial Consultant
• Chartered Financial Analyst