Cody Rieland

Advisor at Edward Jones

Updated today

Location

Alexandria, MN 56308

Credentials

Series 66

Industry experience

12 years

About

Cody Rieland is a financial advisor with Edward Jones in Alexandria, MN, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at LPL Financial, Cetera, and BELL Bank. Outside of his advisory work, he is involved in managing a commercial rental property. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management supported by a nationwide network of over 23,700 advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and provides affiliated mutual funds, tax-efficient services, and securities-based lending under a fiduciary standard.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement income strategy General retirement planning Retirement withdrawal strategies Business exit / sale strategy 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

117 6 Th Avenue East

Alexandria, MN 56308

Most active in

Minnesota · Texas

Work history

Edward Jones

2018 - Present (8 years)

LPL Financial

2017 - 2018 (1 year)

Cetera

2013 - 2017 (4 years)

Cetera Investment Services Llc

2013 - 2017 (4 years)

BELL Bank

2012 - 2018 (6 years)

Disclosures

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

Business activities & affiliations

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Daniel K

Series 63, Series 65

Alexandria, MN

Fortis Group Advisors LLC

Daniel Kalina is a financial advisor with Fortis Group Advisors LLC, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. His prior roles include positions at LPL Financial, LLC and Invest Financial Corporation. Fortis Group Advisors LLC provides investment advisory and wealth-planning services to individuals, employer-sponsored retirement plans, institutions, trusts, and estates. The firm constructs diversified, asset-allocation portfolios using institutional share classes and risk-profiling technology, and offers both discretionary and non-discretionary portfolio management along with financial planning and ERISA plan services.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Real estate investing Founder/Business Owner Executive
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Brian F

Series 63, Series 65

Alexandria, MN

Focus Financial

Brian Fleming is a financial advisor with Focus Financial in Alexandria, MN, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Focus Financial and OSAIC since 2012. Fleming serves as a board member and volunteer with local Cub Scouts and Boy Scouts, and he is president of a nonprofit organization supporting Munchausen syndrome awareness. Focus Financial Network, Inc. is an enterprise investment adviser managing approximately $6.3 billion across 118 advisors. The firm serves individuals, pension plans, trusts, charitable organizations, and corporate clients, providing a range of managed accounts, third-party manager access, retirement plan consulting, and financial planning services.

Executive Founder/Business Owner
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Will O

CFP®, Series 65

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Will Odland is a financial advisor with Inspire Advisors, LLC, holding a Series 65 license and two years of industry experience. His prior work includes roles at Vermillion Wealth Management Inc., Rosemount, Inc., and Optum Labs. He is also a licensed insurance agent offering annuities, life, disability, and long-term care insurance. Inspire Advisors, LLC is a multi-advisor registered investment adviser managing approximately $1.03 billion for around 3,800 clients, including individuals, institutions, and charitable organizations. The firm incorporates Biblically Responsible Investing through its proprietary Inspire Impact Score™ and employs a range of investment strategies using quantitative, fundamental, and technical analyses.

ESG / Sustainable investing
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Brett M

CFP®, Series 66

Alexandria, MN

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Executive Founder/Business Owner
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Christine S

Series 63, Series 65

Alexandria, MN

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Christine Schroeder is a financial advisor with LPL Financial and Private Advisor Group, LLC, holding Series 63 and Series 65 credentials with 21 years of industry experience. She has been associated with both LPL Financial and Private Advisor Group since 2012, providing financial planning and asset management services. Schroeder also operates under the DBA StoneBridge Wealth Management. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, and high-net-worth households. The firm supports its advisors with in-house research, model portfolios, and a variety of investment solutions, combining large-scale advisory operations with additional financial products and services.

Retired Founder/Business Owner
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Mark O

Series 63, Series 65

Alexandria, MN

Private Advisor Group, LLC

Mark Opp is a financial advisor with LPL Financial in Alexandria, MN, holding Series 63 and Series 65 licenses and possessing 31 years of industry experience. He has been affiliated with LPL Financial and Private Advisor Group, LLC since 2012. LPL Financial provides advisory and brokerage services to a wide range of clients, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers various investment delivery options supported by an in-house research team and combines large-scale advisory operations with additional financial products and services.

Retired Founder/Business Owner
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