Cody Michael Emerson
Investment adviser representative at Peak Financial Planning
13 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$93MFirm 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.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Peak Financial PlanningMar 2026 to now
- Brightplan LLCAug 2024 to Mar 2026
- Mdrn Capital, LLCJun 2024 to Jul 2024
- UnemployedFeb 2024 to May 2024
- Ameriprise Financial Services, LLCOct 2023 to Jan 2024
- Ae Wealth Management, LLCNov 2022 to Oct 2023
- StudentNov 2021 to Oct 2023
- Fidelity Personal and Workplace Advisors LLCOct 2021 to Nov 2021
- Fidelity Brokerage Services LLCSep 2021 to Nov 2021
- First Command Advisory ServicesJul 2020 to Aug 2021
- First Command Insurance Services, IncJul 2020 to Jul 2021
- First Command Brokerage Services, IncMay 2020 to Aug 2021
- First Command Financial Planning, Inc.Apr 2020 to Jul 2020
- Student At Palomar CollegeOct 2019 to Aug 2021
- Pala Casino Spa & ResortOct 2018 to Oct 2019
- Palomar CollegeJul 2018 to Oct 2018
- Hartzell Engine TechnologiesJun 2018 to Jul 2018
- United States Marine CorpsJul 2013 to Mar 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 2 states (CA, FL).
Peak Financial Planning
Legal name: Peak Financial Planning, LLC
$93MAssets managed
82Clients
7Advisers
Under 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
- 7250070
- Firm CRD
- 317288