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Kody Williams

Madrone Financial Planning

Boise, ID

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Current Employers
Madrone Financial Planning

Boise, ID • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-07-20
ID RA APPROVED 2026-07-15
  • TX RA
    APPROVED_RES
    Since 2026-07-20
  • ID RA
    APPROVED
    Since 2026-07-15

Branch Locations

Boise, ID • 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
Northwestern Mutual Life Insurance Company Milwaukee WI 06/2018 07/2026
Northwestern Mutual Investment Services Llc Boise ID 09/2018 07/2026
H&R Block Rexburg ID 01/2018 04/2018
Byu - Idaho Rexburg ID 01/2017 12/2018
Church Of Jesus Christ Of Lds Salt Lake City UT 09/2014 02/2017
Northwestern Mutual Wealth Management Company Milwaukee WI 01/2020 07/2026
Madrone Financial Planning Llc Boise ID 04/2026 Present
  • 06/2018 → 07/2026
    Northwestern Mutual Life Insurance Company
    Milwaukee, WI
  • 09/2018 → 07/2026
    Northwestern Mutual Investment Services Llc
    Boise, ID
  • 01/2018 → 04/2018
    H&R Block
    Rexburg, ID
  • 01/2017 → 12/2018
    Byu - Idaho
    Rexburg, ID
  • 09/2014 → 02/2017
    Church Of Jesus Christ Of Lds
    Salt Lake City, UT
  • 01/2020 → 07/2026
    Northwestern Mutual Wealth Management Company
    Milwaukee, WI
  • 04/2026 → Present
    Madrone Financial Planning Llc
    Boise, ID
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2019-12-27
  • S63 Uniform Securities Agent State Law Examination
    2019-12-27
Designations
Other Names
  • Kody Williams
  • Kody Williams

View on SEC IAPD

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