Cody Charles Riesterer

Employer firm

Mariner CRD 140195

$125B regulatory AUM 216 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 06/2017 → 01/2018
  Charles Schwab & Co., Inc.
  Phoenix, AZ
• 01/2015 → 05/2017
  Miami University
  Oxford, OH
• 06/2018 → 05/2019
  Edward Jones
  St.LOuis, MO
• 01/2018 → 05/2018
  Minnesota Timberwolves
  Minneapolis, MN
• 05/2019 → 01/2025
  New York Life Insurance Company
  Edina, MN
• 05/2019 → 01/2025
  Nylife Securities Llc
  Edina, MN
• 05/2019 → 01/2025
  Eagle Strategies Llc
  Edina, MN
• 07/2019 → 01/2025
  Promus Financial Group, Llc
  Edina, MN
• 01/2025 → 05/2026
  Altruist Financial Llc
  Culver City, CA
• 05/2026 → Present
  Mariner
  Overland Park, KS

Previous Registrations

• 2019-05-31 → 2025-01-08
  Eagle Strategies Llc
  Edina, MN
• 2018-06-25 → 2019-05-18
  Edward Jones
  Minneapolis, MN
  St Louis, MO
  St Louis Park, MN
• 2017-11-13 → 2018-01-16
  Charles Schwab & Co., Inc.
  Phoenix, AZ

Exams

• S66 Uniform Combined State Law Examination
  2017-11-13

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Cody C Riesterer
• Cody Charles Riesterer
• Cody Riesterer
• Chuck Riesterer