Cody Charles Meeks

Employer firm

Ae Wealth Management, LLC CRD 282580

$49.8B regulatory AUM 10 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 01/2017 → Present
  Ae Wealth Management, Llc
  Topeka, KS
• 11/2015 → Present
  Financial Integrity, Llc
  Centennial, CO

Other Businesses

1.) FINANCIAL INTEGRITY, LLC; YES, INVESTMENT RELATED; 7354 S ALTON WAY, SUITE 103 CENTENNIAL, CO 80112; INSURANCE; MANAGING PRINCIPAL; START DATE 11/2015; APPROX 160 HRS/MONTH; APPROX 160 HRS/MONTH DURING SECURITIES TRADING HOURS; INSURANCE SALES AND SERVICES. 2.) MEEKS REAL ESTATE; NOT INVESTMENT RELATED; 10430 LIONS PATH LONE TREE, CO 80124; RENTAL PROPERTIES; OWNER; START DATE 05/2015; APPROX 1 HRS/MONTH; APPROX 0 HRS/MONTH DURING SECURITIES TRADING HOURS; GENERAL MANAGEMENT DUTIES OF TWO RESIDENTIAL PROPERTIES. 3.) FINANCIAL INTEGRITY HOLDINGS, LLC; NOT INVESTMENT RELATED; 7354 S ALTON WAY #103, GREENWOOD VILLAGE, CO 80112; REAL ESTATE HOLDINGS; PARTNER; 1/1/2023; 2HRS/MO; 0HRS/MO DURING SECURITIES TRADING HOURS; 50% OWNER.

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-12-20