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Cody Shane Cody

Investment adviser representative at Momentum Independent Network Inc.
14 yearsExperience
1 stateRegistered in
$1.6BFirm assets
24 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat feeOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Seminars and workshops

Experience

14 years in the industry.

  1. Momentum Independent Network Inc.May 2012 to now

Exams passed

  • Series 63 · Uniform Securities Agent State Law1998

State registrations

Registered as an investment adviser representative in 1 state (TX).

Momentum Independent Network Inc.

$1.6BAssets managed
2,879Clients
121Advisers
24 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2978301
Firm CRD
17587
Advisor's SEC record (opens in a new tab)
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