Cody M Stahl

Employer firm

Ameriprise Financial Services, LLC CRD 6363

$660B regulatory AUM 124,349 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

• 04/2022 → Present
  Ameriprise Financial Services, Llc
  Bonita Springs, FL
• 11/2017 → 04/2022
  Timilon Corporation
  Bonita Springs, FL
• 05/2017 → 08/2017
  Franklin Templeton Investments
  St. Petersburg, FL
• 05/2015 → 09/2016
  Rent-E-Vent
  Honesdale, PA
• 05/2014 → 05/2018
  Florida Gulf Coast University
  Fort Myers, FL

Exams

• S66 Uniform Combined State Law Examination
  2022-10-24

Other Names

• Cody Stahl
• Cody Michael Stahl