Cody G. Mares,  CFP<sup>&reg;</sup> - Financial Advisor

Cody G. Mares, CFP®

APMA®, MSFS

Financial Advisor

Elluvuim Financial

446 N Westhill Blvd, Suite 2
Appleton, WI 54914-6540
(888) 332-8544
(920) 993-2264

General

Cody Mares is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Elluvuim Financial in Appleton, WI and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 22, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - CRPC, MSFS, APMA

Insurance Licenses

  • Life insurance: WI,IL,MI,IN,AZ,FL,MN,MD,CO
  • Health/disability insurance: same
  • Fixed annuities: same
  • Variable annuities: same

Broker-Dealer Affiliation

LPL Financial

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Annuities, Buying a Home, Career Change, Asset Allocation, Cross-border Planning, Investment Management, Estate Planning, Limited Partnerships, Mutual Funds, Getting Married, Insurance, Job Loss, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Sudden Wealth, Men's Finances, Nontraditional Households, Women's Finances

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