Cody James Forbush
Investment adviser representative at Grimes & Company
16 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$6.3BFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
16 years in the industry.
- Grimes & Company, Inc.Sep 2022 to now
- Dickinson Investment Advisors, LLCNov 2020 to Sep 2022
- Ts Capital, LLCOct 2017 to Nov 2020
- TD AmeritradeAug 2010 to Oct 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 3 states (IA, NE, TX).
Grimes & Company
Legal name: Grimes & Company Wealth Management, LLC
$6.3BAssets managed
3,764Clients
38Advisers
26 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
- 5675962
- Firm CRD
- 109420