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Cody James Elbert

Abacus Wealth Partners

Phoenix, AZ

Santa Monica, CA

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Current Employers
Abacus Wealth Partners

429 Santa Monica Blvd. Suite 500, Santa Monica, CA 90401 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2025-07-22
CA RA APPROVED 2025-07-21
  • AZ RA
    APPROVED
    Since 2025-07-22
  • CA RA
    APPROVED
    Since 2025-07-21

Branch Locations

Phoenix, AZ • United States

429 Santa Monica Blvd. Suite 500, Santa Monica, CA 90401 • 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
Abacus Wealth Partners, Llc Santa Monica CA 07/2023 Present
Merative Ann Arbor MI 07/2022 07/2023
Ibm Rochester MN 01/2020 07/2022
University Of Northern Iowa Cedar Falls IA 08/2017 12/2019
Us Bank Waterloo IA 05/2019 08/2019
Erpelding Voigt & Co. Algona IA 12/2017 01/2018
Elbert Bros. Well Drilling Inc. Whittemore IA 06/2014 08/2018
  • 07/2023 → Present
    Abacus Wealth Partners, Llc
    Santa Monica, CA
  • 07/2022 → 07/2023
    Merative
    Ann Arbor, MI
  • 01/2020 → 07/2022
    Ibm
    Rochester, MN
  • 08/2017 → 12/2019
    University Of Northern Iowa
    Cedar Falls, IA
  • 05/2019 → 08/2019
    Us Bank
    Waterloo, IA
  • 12/2017 → 01/2018
    Erpelding Voigt & Co.
    Algona, IA
  • 06/2014 → 08/2018
    Elbert Bros. Well Drilling Inc.
    Whittemore, IA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-07-21
  • S65 Uniform Investment Adviser Law Examination
    2025-07-21

View on SEC IAPD

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