Cody Ganchar

Advisor at Edward Jones — Germantown, WI W164 N11271 Squire Dr

Updated today

Credentials

Series 66

Experience

6 years

Location

Germantown, WI 53022

Edward Jones logo

Edward Jones

Institution

Total advisors

24,118

Across 14,150 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Cody Ganchar is a financial advisor with Edward Jones in Germantown, WI, holding a Series 66 designation and six years of industry experience. Prior to joining Edward Jones in 2020, he coached youth hockey with the Milwaukee Jr. Admirals and worked at Johnson Controls. He continues to serve as a youth hockey coach in Milwaukee outside of his advisory role. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Divorce financial planning Retirement income strategy General retirement planning Wealth management General estate planning guidance

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

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Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

See office

Germantown, WI W164 N11271 Squire Dr

W164 N11271 Squire Dr

Germantown WI 53022

Advisors at this office

1

Most active in

Texas · Wisconsin

Work history

6 years of industry experience

Edward Jones

2020 - Present • 6 years

St Louis, MO

Milwaukee Jr. Admirals

2016 - 2020 • 4 years

Milwaukee, WI

Johnson Controls

2016 - 2020 • 4 years

Milwaukee, WI

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Nkozi K

Series 63, Series 66

Germantown, WI

Thrivent Investment Management

Nkozi Knight is a financial advisor with Thrivent Investment Management in Germantown, WI, holding Series 63 and Series 66 licenses and bringing four years of industry experience. Prior to joining Thrivent, Knight worked at Northwestern Mutual Investment Services and U.S. Bank. Outside of advising, Knight owns multiple businesses including GreenHomeHub, a cleaning and sustainability company, NEST Healthworks, a healthcare consulting firm, and Bodhi Photography, a creative media enterprise, and serves on the boards of the Marquette University Alumni Association and Greater Galilee Community Development Center. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering holistic, goal-based financial planning without discretionary portfolio management, and allows clients to integrate planning with managed-account services through its WealthPlan option.

Business ownership considerations
user avatar

Brian S

ChFC®, Series 63, Series 66

Hartland, WI

Selerski Asset Management, LLC

Brian Selerski is a financial advisor with Selerski Asset Management, LLC in Hartland, Wisconsin. He holds the ChFC® designation and has 21 years of industry experience, including 19 years with Northwestern Mutual Investment Services and 16 years with Northwestern Mutual Wealth Management Company. He manages his independent advisory firm as a solo practitioner. Selerski Asset Management serves individuals, families, high-net-worth clients, trusts, estates, businesses, charities, and employee benefit plans. The firm offers financial planning, discretionary investment management, and qualified plan consulting, employing a strategic asset allocation approach with custom portfolios and a mix of analytical methods. The firm is notable for providing both plan-level and participant-level retirement plan consulting, including discretionary services and educational seminars, which is uncommon among independent solo advisors.

Wealth management
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Matthew B

Series 65

Glendale, WI

Erenda Capital

Matthew Buehler is a financial advisor at Erenda Capital with three years of industry experience. He holds the Series 65 designation and previously worked at Glarus Capital for five years and Ankura Consulting for one year. Buehler’s background includes involvement in law, private equity, and asset valuation, including co-founding a farmland private equity business. Erenda Capital provides discretionary and non-discretionary portfolio management and financial planning services to individuals, trusts, estates, and business entities. The firm employs a proprietary, value-oriented equity selection approach, focusing on concentrated portfolios and offering tailored allocation profiles without taking custody of client assets.

Active portfolio management Concentrated stock management Income planning
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Luke L

CFA®

Mequon, WI

Founder360° Family Office

Luke La Manna is a CFA® charterholder and founder of Founder360° Family Office with one year of experience in the financial advisory industry. His prior work includes five years at Cottage Row Partners and two years at Reinhart Partners, Inc., alongside nearly a decade at Lakeshore Family Dentistry. Founder360° Family Office serves founders of closely held businesses, their families, and entrepreneurs with complex business, tax, and estate planning needs. The firm offers integrated family-office services, discretionary investment management, personal financial planning, and a proprietary business diagnostic software platform, combining portfolio management with enterprise value analysis and tax-aware financial planning.

Business ownership considerations Business exit / sale strategy Business succession planning Retirement income strategy Private / alternative investments Founder/Business Owner Dentist Veterinarian
user avatar

Brian C

CFP®, Series 63, Series 66

Whitefish Bay, WI

Clarke Financial Counsel, LLC

Brian Clarke is a CFP® professional with 21 years of industry experience. He is the principal of Clarke Financial Counsel, LLC, an independent advisory firm he has led since 2023. Prior to that, he worked for eight years at Financial Strategies, Incorporated, where he continues to provide advisory services to clients separate from his current firm. Clarke Financial Counsel, LLC offers fee-only financial planning to individuals and high-net-worth clients through comprehensive, project-based engagements. The firm focuses on areas such as retirement and estate planning, tax planning, college savings, and business-owner consulting, delivering written financial plans without managing client assets or charging percentage-based fees.

Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) Retirement income strategy General estate planning guidance
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Mark C

Series 63, Series 65, Series 66

Glendale, WI

Crawford Asset Management, LLC

Mark Crawford is the principal of Crawford Asset Management, LLC, an independent investment advisory firm based in Glendale, WI. He holds Series 63, 65, and 66 licenses and has 27 years of industry experience, including 20 years managing his own firm since 2006. Crawford Asset Management, LLC provides discretionary investment supervisory services and portfolio management to individuals, high-net-worth clients, corporations, nonprofit organizations, and pension and profit-sharing plans. The firm combines fundamental and technical analysis with macroeconomic indicators and both quantitative and qualitative research to tailor portfolios that emphasize ETFs and individual equities, maintaining a long-term investment approach with an equities-heavy allocation.

Concentrated stock management Active portfolio management Passive / index investing
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