Cody Joseph Hotman
Investment adviser representative at LPL Financial LLC
10 yearsExperience
1 stateRegistered in
$819.1BFirm assets
51 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- LPL Financial, LLCMay 2025 to now
- Greenstate Credit UnionMay 2025 to now
- University of IowaJan 2025 to May 2025
- Dp DoughJul 2024 to Jan 2025
- Fenix Pest ControlMay 2024 to Jul 2024
- University of IowaMay 2023 to May 2024
- Hy-veeApr 2020 to May 2023
- Indianola High SchoolApr 2016 to Apr 2020
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (IA).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 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
- 8071451
- Firm CRD
- 6413