Cody Joseph Hotman

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY 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

• 05/2025 → Present
  Greenstate Credit Union
  Iowa City, IA
• 01/2025 → 05/2025
  University Of Iowa
  Iowa City, IA
• 07/2024 → 01/2025
  Dp Dough
  Iowa City, IA
• 05/2024 → 07/2024
  Fenix Pest Control
  Iowa City, IA
• 05/2023 → 05/2024
  University Of Iowa
  Iowa City, IA
• 04/2020 → 05/2023
  Hy-Vee
  Indianola, IA
• 04/2016 → 04/2020
  Indianola High School
  Indianola, IA
• 05/2025 → Present
  Lpl Financial, Llc
  Iowa City, IA

Other Businesses

1. 04/2026 - Real Estate Rental - Real Estate Rental - Inv Related - 1 Hour(s)/Month - 0 Hour(s) During Trading - Montgomery AL 36116 - OBA Start Date: 10/10/2025 2. Investment products and services are offered through LPL Financial LLC using the DBA/trade name GreenState Wealth Management - Inv Rel - At Reported Business Location (s) - Start Date : 04/2026

Exams

• S66 Uniform Combined State Law Examination
  2026-06-26