Cody Thomas Heffron
Investment adviser representative at Money Managers, Inc.
10 yearsExperience
1 stateRegistered in
$146.6MFirm assets
1 yearFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- LPL Financial LLCJul 2025 to now
- Money Managers, Inc.Mar 2023 to now
- Next Financial Group Inc.Aug 2022 to Jul 2025
- Heb Grocery CompanyJun 2016 to Jul 2025
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (TX).
Money Managers, Inc.
$146.6MAssets managed
365Clients
3Advisers
1 yearIn 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
- 6503082
- Firm CRD
- 104529