Cody Keith Ulland
Investment adviser representative at Townsquare Capital, LLC
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$18.1BFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Brinker CapitalNov 2022 to now
- Orion Portfolio SolutionsNov 2022 to now
- Townsquare Capital, LLCNov 2021 to now
- Bestgate Wealth AdvisorsDec 2020 to Sep 2021
- Fidelity Brokerage Service, LLCSep 2015 to Dec 2020
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (UT).
Townsquare Capital, LLC
$18.1BAssets managed
96Clients
21Advisers
9 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
- 6559743
- Firm CRD
- 288576