Cody William Warren
Investment adviser representative at Sequoia Financial Group, L.L.C.
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$32.2BFirm assets
Are you Cody William Warren? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlySubscriptionFixed or flat feePerformance-based
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
12 years in the industry.
- Sequoia Financial Group, L.L.C.Mar 2025 to now
- Carlson Capital ManagementJun 2021 to Mar 2025
- Wells Fargo Bank, NAApr 2018 to May 2021
- US Bank, NAJun 2017 to Apr 2018
- Accredited Investors, Inc.Oct 2014 to Jun 2017
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (MN).
Sequoia Financial Group, L.L.C.
Legal name: Sequoia Financial Advisors, L.L.C.
$32.2BAssets managed
11,218Clients
252Advisers
24 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
- 7414269
- Firm CRD
- 117756