Cody Arron Blevins
Investment adviser representative at Forvis Mazars Wealth Advisors, LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$12BFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Forvis Mazars Wealth Advisors, LLCJun 2024 to now
- Forvis Wealth Advisors LLCJun 2022 to May 2024
- Bkd Wealth Advisors LLCOct 2020 to May 2022
- UnemployedSep 2020 to Oct 2020
- Beyond Wealth Advisors - Subsidiary of Raymond JamesMay 2020 to Aug 2020
- StudentAug 2016 to May 2020
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (FL).
Forvis Mazars Wealth Advisors, LLC
$12BAssets managed
4,584Clients
83Advisers
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
- 7258382
- Firm CRD
- 110905