Cody Daniel Blumenfeld
Investment adviser representative at Latitude Advisors, LLC
11 yearsExperience
1 stateRegistered in
$566.5MFirm assets
17 yearsFirm in business
Are you Cody Daniel Blumenfeld? 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 assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Latitude Advisors, LLCJul 2025 to now
- Pawlan, Blumenfeld, Miscinski, & Assoc., Ltd.Feb 2025 to now
- Interactive Brokers LLCMay 2023 to Feb 2025
- Cigna HealthcareMay 2022 to Aug 2022
- Glm, Inc.Nov 2019 to Nov 2021
- Drake UniversityAug 2019 to May 2023
- SchoolkidzMay 2019 to Aug 2019
- Arlington International Race CourseMay 2016 to Aug 2018
- John Hersey High SchoolAug 2015 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (IL).
Latitude Advisors, LLC
$566.5MAssets managed
1,590Clients
64Advisers
17 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
- 7748130
- Firm CRD
- 151001