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Cody J Schnipke

Ysb Wealth Management

Kalida, OH

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Current Employers
Ysb Wealth Management

Kalida, OH • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-04-22
NC RA APPROVED 2026-04-13
PA RA APPROVED 2026-03-18
OH RA APPROVED 2026-03-13
  • TX RA
    APPROVED_RES
    Since 2026-04-22
  • NC RA
    APPROVED
    Since 2026-04-13
  • PA RA
    APPROVED
    Since 2026-03-18
  • OH RA
    APPROVED
    Since 2026-03-13

Branch Locations

Kalida, OH • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cambridge Investment Research, Inc. Fairfield IA 11/2015 11/2025
Cambridge Investment Research Advisors, Inc. Fairfield IA 11/2015 11/2025
The Bishoff Financial Group Gahanna OH 10/2016 02/2026
The Ohio State University Columbus OH 08/2012 12/2016
Osaic Wealth, Inc. Gahanna OH 11/2025 02/2026
Ysb Wealth Management Kalida OH 02/2026 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-11-09
  • S66 Uniform Combined State Law Examination
    2018-11-09
Designations

View on SEC IAPD

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