Cody James Robinson

Employer firm

Financial Planning Services CRD 121034

$213M regulatory AUM 8 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Educational seminars

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

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

Current Employers

Employment History

• 04/2013 → 04/2017
  Mike's Carwash
  Fort Wayne, IN
• 05/2017 → 08/2017
  Murray Equipment
  Fort Wayne, IN
• 09/2015 → 05/2017
  Olivet Nazarene University
  Bourbonnais, IL
• 09/2017 → 05/2019
  Olivet Nazarene University
  Bourbonnais, IL
• 05/2018 → 08/2018
  Financial Planning Services
  Fort Wayne, IN
• 05/2019 → Present
  Financial Planning Services
  Fort Wayne, IN
• 10/2019 → Present
  Osaic Wealth, Inc.
  Fort Wayne, IN

Other Businesses

1) FINANCIAL PLANNING SERVICES POSITION: Registered Advisor NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 10/12/2020 ADDRESS: 6920 Pointe Inverness Way, Suite 170, Fort Wayne IN 46804, United States DESCRIPTION: Work with firm clients, develop financial plans, manage investment accounts, and make recommendations. 2) FINANCIAL PLANNING SERVICES POSITION: Insurance Broker NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 06/15/2020 ADDRESS: 6920 Pointe Inverness Way, Suite 170, Fort Wayne IN 46804, United States DESCRIPTION: Provide insurance quotes for life insurance, long-term care insurance, and disability insurance products. I also help clients walk through application process for policies. I review insurance needs regularly when meeting with clients. 3) FORT WAYNE ESTATE PLANNING COUNCIL POSITION: Board Member NATURE: Non Profit INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2026 ADDRESS: N/A, Fort Wayne IN 46825, United States DESCRIPTION: - Assist in finding guest speakers for our meetings - Help with decision making to promote the FWEPC - Network with area professionals to create community across several professions 4) KIDDIE PREP SCHOOL POSITION: Board Member NATURE: 501(c)(3) nonprofit organization INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 2 START DATE: 06/02/2026 ADDRESS: 8611 Mayhew Rd, Fort Wayne IN 46835, United States DESCRIPTION: - know the organization's mission, policies, programs, and needs as well as understand its collective purpose- faithfully read and understand the organization's financial statements and board materials in advance of meetingsserve as active advocates and ambassadors for the organization- fully engage in identifying and securing the financial resources and partnerships necessary for the organization toadvance its mission- leverage connections, networks, and resources to develop collective action to achieve the organization's mission- prepare for, attend, and conscientiously participate in board meetings- respect the experiences of all who bring their voices and lived experiences into the boardroom and theorganization- uphold the legal duties and laws regarding nonprofit governance- follow the organization's bylaws, policies, and board resolutions

Exams

• S66 Uniform Combined State Law Examination
  2020-09-08

Designations

• Certified Financial Planner