Skip to content

Kody James Williams

Investment adviser representative at Saling Wealth Advisors
11 yearsExperience
1 stateRegistered in
$617.7MFirm assets
10 yearsFirm in business

Are you Kody James Williams? Claim your profile

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.

  1. Saling Wealth AdvisorsJun 2025 to now
  2. Vermillion Financial AdvisorsMay 2024 to Aug 2024
  3. StudentAug 2021 to May 2025
  4. 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
Advisor's SEC record (opens in a new tab)
CallContact this firm