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Cody Stapleton, Aif® Email & Phone Number
Wealth Management Advisor
at
Stapleton Wealth Management
LinkedIn matched
✓ Verified July 2026
3 data sources
Profile completeness 86%
Current company
Role
Wealth Management Advisor
Location
Portsmouth, Ohio, United States
Company size
Who is Cody Stapleton, Aif®? Overview
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Quick answer
Cody Stapleton, Aif® is listed as Wealth Management Advisor at Stapleton Wealth Management, a with 617 employees, based in Portsmouth, Ohio, United States. AeroLeads shows a matched LinkedIn profile for Cody Stapleton, Aif®.
Cody Stapleton, Aif® previously worked as Wealth Manager at Frazie Wealth Management and IAR at Cambridge Investment Research, Inc.. Cody Stapleton, Aif® studied at Shawnee State University.
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Email format at Stapleton Wealth Management
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Stapleton Wealth Management
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Profile bio
About Cody Stapleton, Aif®
Money Concepts is not affiliated with LinkedIn, Inc. or the LinkedIn, Inc. service. Money Concepts does not expressly or implicitly adopt or endorse any of the expressions, opinions or content posted by fans or any third-parties on our LinkedIn page. Money Concepts does not control, serve, adopt or endorse any advertising, messages or content that LinkedIn may publish on it site or on the Money Concepts page. Money Concepts does not adopt or endorse any products, services, advertisements, recommendations or statements or any other content that may appear of LinkedIn or on other LinkedIn -affiliated sites. No part of this page is intended to make a recommendation or state a testimonial for or about a security, service or product, or to provide investment, tax or any other advice.This Page is intended for US persons only. Any non-Money Concepts URLs or external websites mentioned on LinkedIn are unaffiliated with Money Concepts.Money Concepts has not been involved in the preparation of the content supplied at the unaffiliated sites and does not guarantee or assume any responsibility for its Content.Third party marks appearing herein are the property of their respective owners.Guarantees are subject to the claims-paying ability of the issuing insurance company.Please remember investing involves risks, and the value of your investment will fluctuate over time and you may gain or lose money.©2021 Money Concepts International Inc.All Securities Offered Through Money Concepts Capital Corp. Member FINRA / SIPCStapleton Wealth Management is an independent firm and not affiliated with Money Concepts Capital
Current workplace
Cody Stapleton, Aif®'s current company
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Stapleton Wealth Management
6 roles
Cody Stapleton, Aif® work experience
A career timeline built from the work history available for this profile.
Wealth Management Advisor
CurrentManaging:Employer/Employee Benefit PlansLump SumsIRAsAnnuitiesBrokerage Accounts
Sep 2021 - Present
Wealth Manager
Frazie Wealth Management
Managing:• Employer/Employee Benefit Plans• Qualified Rollovers• Lump Sums• IRAs• Annuities• Brokerage Accounts
Sep 2019 - Sep 2021
Sep 2019 - Sep 2021
Financial Advisor
Managing:• Qualified Rollovers• Lump Sums• IRAs• Annuities• Brokerage Accounts
Aug 2017 - Sep 2019
Intern
Oct 2016 - Aug 2017
2 education records
Cody Stapleton, Aif® education
Education record
Shawnee State University
Education record
Ohio Northern University
FAQ
Frequently asked questions about Cody Stapleton, Aif®
Quick answers generated from the profile data available on this page.
What company does Cody Stapleton, Aif® work for?
Cody Stapleton, Aif® works for Stapleton Wealth Management.
What is Cody Stapleton, Aif®'s role at Stapleton Wealth Management?
Cody Stapleton, Aif® is listed as Wealth Management Advisor at Stapleton Wealth Management.
Where is Cody Stapleton, Aif® based?
Cody Stapleton, Aif® is based in Portsmouth, Ohio, United States while working with Stapleton Wealth Management.
What companies has Cody Stapleton, Aif® worked for?
Cody Stapleton, Aif® has worked for Stapleton Wealth Management, Frazie Wealth Management, Cambridge Investment Research, Inc., and Money Concepts.
How can I contact Cody Stapleton, Aif®?
You can use AeroLeads to view verified contact signals for Cody Stapleton, Aif® at Stapleton Wealth Management, including work email, phone, and LinkedIn data when available.
What schools did Cody Stapleton, Aif® attend?
Cody Stapleton, Aif® studied at Shawnee State University.
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