Kody James Williams
Investment adviser representative at Saling Wealth Advisors
11 yearsExperience
1 stateRegistered in
$617.7MFirm assets
10 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
11 years in the industry.
- Saling Wealth AdvisorsJun 2025 to now
- Vermillion Financial AdvisorsMay 2024 to Aug 2024
- StudentAug 2021 to May 2025
- UnemployedJan 2015 to Aug 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (KY).
Saling Wealth Advisors
Legal name: Cardinal Strategic Wealth Guidance, LLC
$617.7MAssets managed
230Clients
9Advisers
10 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
- 7733419
- Firm CRD
- 283226