Cody James Vanderhagen
Investment adviser representative at Blue Chip Partners, LLC
10 yearsExperience
3 statesRegistered in
$1.9BFirm assets
21 yearsFirm 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
Experience
10 years in the industry.
- Blue Chip Partners, LLCNov 2020 to now
- CbreJul 2019 to Oct 2020
- Graduate Student - University of MichiganJul 2018 to Jun 2019
- CbreApr 2017 to Jun 2018
- Cliff Keen AthleticJan 2016 to Apr 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 3 states (FL, MI, TX).
Blue Chip Partners, LLC
$1.9BAssets managed
1,007Clients
19Advisers
21 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
- 7311427
- Firm CRD
- 132437