Cody Wald

Employer firm

First Class Financial CRD 341096

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

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

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

Current Employers

Employment History

• 05/2021 → 04/2026
  Ameriprise Financial Services, Llc
  Lakeville, MN
• 10/2018 → 10/2020
  Deloitte And Touche
  Minneapolis, MN
• 05/2018 → 10/2018
  Unemployed
  Anoka, MN
• 08/2015 → 05/2018
  Full-Time Student
  Collegeville, MN
• 10/2020 → 05/2021
  Ameriprise Financial Services, Llc
  Lakeville, MN
• 10/2021 → 04/2026
  Ameriprise Financial Services, Llc
  Lakeville, MN
• 02/2026 → Present
  First Class Financial Llc
  Golden Valley, MN
• 05/2026 → Present
  First Class Financial Llc
  Golden Valley, MN

Previous Registrations

• 2021-10-21 → 2026-04-24
  Ameriprise Financial Services, Llc
  Golden Valley, MN
  Lakeville, MN
  Golden Valley, MN

Other Businesses

Cody Wald, Sole Proprietor; Investment Related; Golden Valley, MN; Insurance; Independent Agent; 03/2022; 10 hrs./month; 10 hrs. during trading; insurance sales and service.

Exams

• S66 Uniform Combined State Law Examination
  2021-09-23

Designations

• Certified Financial Planner

Other Names

• Cody Wald
• Cody Andrew Wald