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Cody Brooks,
Financial Advisor

Education

Degree from Valley State University- Bachelor's Degree in Business Education

Family

Wife- Leah

Son- Bruin

Professional Credentials

Series 7 & 66 Licensed

Life and Health Insurance Licensed

2018-2021- Bank Loan Officer

2022 - present- LPL Financial,  Financial Advisor

* registrations are held through LPL Financial

About

Cody Brooks is a native of Bottineau, ND and a graduate of Valley State University with a degree in Business Education.

Cody distinguishes himself as a financial advisor that helps his client choose investments that are most suitable for them. He takes the time to explain the principles of investing so that each client can make informed decisions and create an investment portfolio that is consistent with their individual needs. 

 

Cody strives to conduct business the right way and for the right reasons, always keeping the client's needs on the forefront.

Cody

Cody holds his Series 7 license through LPL Financial and his Series 66 license through LPL Financial and NewEdge Advisors, LLC. Cody is life and health insurance licensed.

In his free time Cody will be with his wife Leah and their son Bruin. Together they enjoy golfing, spending time with friends and supporting local fundraisers and events. 
 

Address:
101 11th Street East, Suite #1
Bottineau, ND 58318

Business Hours:
Monday through Friday
8:00 am to 4:00 pm

Contact:
Darin Bohl, CFP®
CERTIFIED FINANCIAL PLANNER™

Phone: 701-228-2771
Text: 701-401-2662
Fax: 701-228-3103
Darin@yourcorewealth.com

Connect:

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Broker Check

Contact:
Cody Brooks,
Financial Advisor

Phone: 701-228-2771
Text: 701-401-2662
Fax: 701-228-3103
Cody@yourcorewealth.com

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 Securities offered through LPL Financial. Member FINRA/SIPC. Investment advisory services offered through NewEdge Advisors, LLC, a registered investment advisor. NewEdge Advisors, LLC and CoreWealth Financial Advisors are separate entities from LPL Financial. 

NewEdge Advisors, LLC ("NewEdge Advisors") is a registered investment advisor. Advisory services are only offered to clients or prospective clients where NewEdge Advisors and its representatives are properly licensed or exempt from licensure. This website is solely for information purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by NewEdge Advisors unless a client service agreement is in place.

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner ™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

The content of this website is developed from resources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult your legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security. 

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