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Cody Wald, Financial Advisor serving the Lakeville, MN area - Ameriprise Advisors

Cody Wald

CFP®, CPA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Fireside Wealth
3
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Planning Strategies
  • Investment Management
  • Insurance
  • Cash Flow Management Strategies
  • Saving for Education
  • Tax Planning Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CPA Certified Public Accountant
  • FINRA Securities Industry Essentials (SIE)
  • FINRA Series 7
  • FINRA Series 66
  • MN State Life Insurance
  • MN State Accident/Health

Education

  • B.A. St. John's University, Collegeville MN

Previous experience

  • Paraplanner, Ameriprise Financial Services, LLC, Lakeville, MN, 2020-2021
  • Audit and Assurance Senior Professional, Deloitte, Greater Minneapolis-St.Paul Area, MN, 2018-2020
  • Audit and Assurance Summer Associate, PwC, Greater Minneapolis-St.Paul Area, MN, 2017
  • Corporate Finance Summer Associate, Medtronic, Fridley, MN, 2016

Interests

Away from the office, you can find me on a plane, at the gym, on the lake, or retrieving my golf ball out of it.

Most of my days start with a little caffeine, either enjoying a local coffee shop or hitting the gym for a workout.

During the MN summer months, I enjoy spending my time outdoors both on the boat (wake surfing or swimming) and off (golfing, hiking, or hammocking).

When the weather cools-off, I'm attending concerts, hitting the ski-slopes, watching sports, or traveling to new destinations.

I value quality relationships, time spent with friends and family, and creating memories that will last a lifetime.