Cody Michael Winter
Investment adviser representative at Domain Money Advisors, LLC
11 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$43.3MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
HourlySubscriptionFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Domain Money Advisors, LLCNov 2025 to now
- Delphinus Financial Advisors, LLCNov 2018 to Nov 2025
- Northwestern Mutual Wealth Management CompanySep 2016 to Nov 2018
- Northwestern Mutual Investment Services, LLCJan 2016 to Nov 2018
- Northwestern Mutual Life Insurance CompanyJun 2015 to Nov 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
State registrations
Registered as an investment adviser representative in 3 states (CA, NY, TX).
Domain Money Advisors, LLC
$43.3MAssets managed
182Clients
19Advisers
4 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
- 6497498
- Firm CRD
- 316434