Cody Cliff Bauer
Investment adviser representative at Westpark Wealth Advisors, Inc.
20 yearsExperience
2 statesRegistered in
$254.3MFirm assets
22 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
20 years in the industry.
- Calton & Associates, Inc.Nov 2017 to now
- Westpark Wealth Advisors, Inc.May 2008 to now
- Ims Financial Advisors, Inc.May 2008 to now
- Ims Securities, Inc.Apr 2006 to Nov 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 65 · Uniform Investment Adviser Law2008
State registrations
Registered as an investment adviser representative in 2 states (LA, TX).
Westpark Wealth Advisors, Inc.
$254.3MAssets managed
776Clients
26Advisers
22 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
- 4798685
- Firm CRD
- 130914