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Cody Kilpatrick, Associate Financial Advisor serving the Mont Belvieu, TX area - Ameriprise Advisors

Cody Kilpatrick

CFP®, APMA

Associate Financial Advisor

Marcontell Wealth Management
15
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
  • Family Finances
  • Insurance
  • Saving for Education

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • APMA™ Accredited Portfolio Management Advisor™