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Cody Wray Miner

Advisor at Cambridge Investment Research Advisors — Cairo, MO

Updated today

Credentials

Series 65

Experience

< 1 year

Location

Cairo, MO

Cambridge Investment Research Advisors logo

Cambridge Investment Research Advisors

Institution

Total advisors

3,911

Across 2,199 offices

Clients per advisor

91 Typical

Avg AUM per client

$378,281 Low

HNW client ratio

13% Typical

About

Cody Miner is a Series 65 licensed advisor affiliated with Cambridge Investment Research Advisors and has one year of industry experience. Prior to his current role, he worked at SmartPro Financial and has held positions at Brigham Young University-Idaho and Sunrun Inc. He has also worked with the Missouri Veteran's Commission and spent a decade at B&B Theaters. Miner is currently involved in teaching at Brigham Young University-Idaho. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers financial planning and investment management through various platforms, utilizing proprietary and third-party strategies tailored to client objectives.

Client services

Based on Cambridge Investment Research Advisors

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Market timing

Expertise

Based on Cambridge Investment Research Advisors

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities

Occupation focus

Based on Cambridge Investment Research Advisors

Self-Employed

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Fee options

Fixed

For financial planning and consulting, flat fees generally do not exceed $25,000 but may be higher based on complexity; For WealthPort setup fee generally less than 1% of assets or $1,000

Percentage

$0 - $100,000: 1.50% $100,000 - $250,000: 1.25% $250,000+: 1.00%

Commissions

Financial Professionals acting as Registered Representatives receive commissions on securities and insurance sales

Project-based

Generally up to $500 per hour for financial planning and consulting services; up to $500 per hour for retirement plan advisory services

Subscriptions

Financial Wellness services paid by employer; flat or hourly fees per agreement

Other

Account minimum: $5,000 Minimum fee: Minimum WealthPort program fee of $250 annually for CAAP® and UMA accounts

Location

See office

Cairo, MO

Cairo MO

Advisors at this office

1

Most active in

Missouri · Virginia

Work history

< 1 year of industry experience

Cambridge Investment Research Advisors, Inc.

2026 - Present • 1 year

Fairfield, IA

SmartPro Financial

2025 - 2026 • 1 year

Daleville, VA

Brigham Young University- Idaho

2025 - Present • 1 year

Rexburg, ID

Sunrun Inc.

2025 - 2025 • 1 year

San Fransico, CA

Unemployed

2024 - 2025 • 1 year

Cairo, MO

Western Governor's University

2024 - 2024 • 1 year

Salt Lake City, UT

Missouri Veteran's Commision

2020 - 2021 • 1 year

Jacksonville, MO

Brigham Young University- Idaho

2020 - 2023 • 3 years

Rexburg, ID

B&B Theaters

2010 - 2020 • 10 years

Moberly, MO

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

Matthew B

CFP®, Series 63

Moberly, MO

Smith, Moore & Co.

Matthew Bragg is a CFP® with 31 years of industry experience, currently serving as a financial advisor at Smith, Moore & Co. since 2021. His prior experience includes roles at LPL Financial LLC and Investment Centers of America. He is also licensed as an insurance agent, engaging in insurance service and sales on a limited basis. Smith, Moore & Co. advises individual and high-net-worth clients, corporations, and pension/profit-sharing plans, offering portfolio management, financial planning, investment consulting, and model-portfolio solutions. The firm employs a multi-team approach, utilizing both advisor-managed accounts and third-party manager arrangements.

Business succession planning Founder/Business Owner Executive
user avatar

Dalton H

CFP®, Series 66

Moberly, MO

&PARTNERS

Dalton Horstmeier is a CFP® and Series 66 credentialed advisor with seven years of industry experience. He has worked at Edward Jones from 2018 to 2023 and joined \u0026Partners in 2023. Outside of his advisory role, he serves as Vice President of Horstmeier Farms LLC, a family agricultural business where he oversees operations during planting and harvest seasons. \u0026Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers a range of investment management and financial planning services utilizing both proprietary and third-party strategies, supported by comprehensive due diligence and ongoing portfolio monitoring.

Wealth management Equity compensation tax strategy Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive Retired
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Robert A

Series 63, Series 65

Moberly, MO

&PARTNERS

Robert Adrian is a financial advisor at &Partners with 31 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Edward Jones for 28 years before joining &Partners in 2023. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm provides investment management, financial and tax planning, and advisory services using a combination of fundamental, technical, and quantitative analysis, with portfolios managed directly or through third-party managers.

Wealth management Equity compensation tax strategy Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive Retired
user avatar

Charles R

Series 63, Series 66

Moberly, MO

LPL Financial

Charles Rapp is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He previously worked at Investment Centers of America, Inc. and Cetera Investment Services LLC. Outside of his advisory work, he owns and operates 77 Fly Co., a fly fishing and tying shop in Saint Louis, MO. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar

Timothy S

CFP®, Series 66

Moberly, MO

Edward Jones

Timothy Seidel is a CFP® and holds a Series 66 license with Edward Jones, where he has worked since 2010. He has 15 years of experience in the financial advisory industry. Based in Moberly, MO, he provides wealth management services as part of a large national firm. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a variety of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive

Ryan H

Series 66

Moberly, MO

Edward Jones

Ryan Hoffman is a financial advisor at Edward Jones in Moberly, MO, holding a Series 66 designation with four years of industry experience. Prior to joining Edward Jones in 2021, he worked at AT&T Mobility for 13 years. Outside of his advisory role, he is involved in coaching and volunteering with the Twisters Hockey league in Hallsville, MO. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of financial advisors.

Retirement income strategy General retirement planning College savings (529s, UTMA, etc.) Retired Founder/Business Owner Executive
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