Cody Rene Amis
Investment adviser representative at Stoker Ostler, A Part of BMO Financial Group
15 yearsExperience
2 statesRegistered in
CFA, CFP® certificationDesignations
$3.7BFirm assets
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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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
15 years in the industry.
- Stoker Ostler, A Part of BMO Financial GroupMar 2011 to now
- Stoker Ostler Member Harris Wealth AdvisorsJan 2011 to now
Designations
- CFA
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2002
State registrations
Registered as an investment adviser representative in 2 states (AZ, TX).
Stoker Ostler, A Part of BMO Financial Group
Legal name: Stoker Ostler Wealth Advisors, Inc.
$3.7BAssets managed
1,585Clients
14Advisers
29 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
- 4552268
- Firm CRD
- 111320