Cody Maxwell

Cody Maxwell Email and Phone Number

Associate Wealth Management Advisor at Spahn Financial @ Spahn Financial
Cody Maxwell's Location
Mount Prospect, Illinois, United States, United States
Cody Maxwell's Contact Details

Cody Maxwell work email

Cody Maxwell personal email

n/a
About Cody Maxwell

Graduate from IUPUI with a focus in Finance and minor in Economics. I am currently working towards my Series 66 with plans to complete CFP® certification. My objective is to use my financial education to pass on my knowledge to assist individuals and their family achieve financial independence and reach their goals. I am passionate about collaborating with colleagues in order to reach the best solution.

Cody Maxwell's Current Company Details
Spahn Financial

Spahn Financial

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Associate Wealth Management Advisor at Spahn Financial
Cody Maxwell Work Experience Details
  • Spahn Financial
    Associate Wealth Management Advisor
    Spahn Financial May 2024 - Present
    Lombard, Illinois, United States
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  • Spahn Financial
    Investment Operations Associate
    Spahn Financial Nov 2023 - May 2024
    Lombard, Illinois, United States
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  • Charles Schwab
    Sr. Financial Services Professional
    Charles Schwab Dec 2021 - Nov 2023
    Chicago, Illinois, United States
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  • Charles Schwab
    Financial Services Professional
    Charles Schwab Mar 2020 - Dec 2021
    Denver, Colorado, United States
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  • Charles Schwab
    Associate Financial Services Professional
    Charles Schwab Jun 2018 - Mar 2020
    Denver, Colorado
    View

Cody Maxwell Skills

Time Management Customer Service Microsoft Powerpoint Microsoft Excel Teamwork

Cody Maxwell Education Details

Frequently Asked Questions about Cody Maxwell

What company does Cody Maxwell work for?

Cody Maxwell works for Spahn Financial

What is Cody Maxwell's role at the current company?

Cody Maxwell's current role is Associate Wealth Management Advisor at Spahn Financial.

What is Cody Maxwell's email address?

Cody Maxwell's email address is co****@****wab.com

What schools did Cody Maxwell attend?

Cody Maxwell attended Indiana University - Kelley School Of Business.

What skills is Cody Maxwell known for?

Cody Maxwell has skills like Time Management, Customer Service, Microsoft Powerpoint, Microsoft Excel, Teamwork.

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