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Cody James Solverson

Advisor at Cambridge Investment Research Advisors — Waverly, IA

Updated today

Credentials

Series 66

Experience

14 years

Location

Waverly, IA

Cambridge Investment Research Advisors logo

Cambridge Investment Research Advisors

Institution

Total advisors

3,909

Across 2,200 offices

Clients per advisor

91 Typical

Avg AUM per client

$378,281 Low

HNW client ratio

13% Typical

About

Cody Solverson is a financial advisor at Cambridge Investment Research Advisors with 14 years of industry experience. He holds the Series 66 designation and has been with Cambridge Investment Research in various capacities since 2016. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement plan advisory services. The firm offers multiple investment implementation options through a network of independent Financial Professionals, combining proprietary models with access to third-party strategists.

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

Waverly, IA

Waverly IA

Advisors at this office

1

Most active in

Iowa

Work history

14 years of industry experience

Cambridge Investment Research Advisors, Inc.

2016 - Present • 10 years

Fairfield, IA

Cambridge Investment Research, inc.

2016 - Present • 10 years

Fairfield, IA

Cambridge Investment Research, Inc.

2016 - Present • 10 years

Fairfield, IA

CUNA Brokerage Services, Inc.

2014 - 2016 • 2 years

Waverly, IA

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

Ryan H

Series 65, Series 63

Waverly, IA

Accel Wealth Management

Ryan Hervey is a financial advisor with Accel Wealth Management in Waverly, IA, holding Series 65 and Series 63 licenses and 13 years of industry experience. He previously worked at Northwest Wealth Management LLC for nine years before joining Accel Wealth Management in 2022. Accel Wealth Management is a team-based registered investment adviser managing approximately $1.15 billion across about 1,290 client relationships. The firm uses a total portfolio investment approach focused on active, diversified allocations and long-term investments, providing discretionary portfolio management, financial planning, pension consulting, and employee financial education.

General retirement planning Retirement income strategy Active portfolio management Options & derivatives strategies Executive Founder/Business Owner Retired
user avatar

Juan G

Series 65

Waverly, IA

Accel Wealth Management

Juan Garcia Heredia is a financial advisor at Accel Wealth Management with one year of industry experience. He holds a Series 65 credential and has a background that includes roles at GM Financial and Elmcrest Country Club. Outside of advisory work, he is the owner of Vega Sports Academy, where he is involved in sports coaching and management. Accel Wealth Management is a team-based registered investment adviser managing approximately $1.15 billion for around 1,290 client relationships. The firm employs a total portfolio investment approach that emphasizes active, diversified allocations and long-term purchases, tailoring portfolios through written investment policy statements.

General retirement planning Retirement income strategy Active portfolio management Options & derivatives strategies Executive Founder/Business Owner Retired
user avatar

Mitchell C

Series 63, Series 66

Waverly, IA

Accel Wealth Management

Mitchell Cook is a financial advisor at Accel Wealth Management with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms, including The O.N. Equity Sales Company, Ohio National Financial Services, and Unified Trust Company, N.A. Outside of his advisory role, he is involved in educating and consulting clients on insurance and annuity products tailored to their personal needs. Accel Wealth Management is a team-based registered investment adviser managing approximately $1.15 billion across around 1,290 client relationships. The firm follows a “total portfolio” investment approach with active, diversified allocations and long-term holdings, offering discretionary portfolio management, financial planning, pension consulting, and employee financial-education services.

General retirement planning Retirement income strategy Active portfolio management Options & derivatives strategies Executive Founder/Business Owner Retired
user avatar

Scott D

Series 63, Series 65

Waverly, IA

Accel Wealth Management

Scott Durscher is a financial advisor with Accel Wealth Management, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked with firms including Brokers International Financial Services and Cambridge Investment Research. Outside of advisory work, he is involved with the Bremer County Conservation Board Support Group as a non-board member assistant handling annual ledger audits. Accel Wealth Management is a team-based registered investment adviser that manages approximately $1.15 billion for around 1,290 client relationships. The firm employs a total portfolio investment approach focusing on active, diversified allocations and long-term purchases, offering financial planning, discretionary portfolio management, pension consulting, and financial-education services.

General retirement planning Retirement income strategy Active portfolio management Options & derivatives strategies Executive Founder/Business Owner Retired
user avatar

Michele K

Series 63, Series 66

Waverly, IA

Accel Wealth Management

Michele Krueger is a financial advisor at Accel Wealth Management with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Integrity Alliance, LLC, Cambridge Investment Research, Inc., and The Accel Group, LLC. Accel Wealth Management is a team-based registered investment adviser managing approximately $1.15 billion for about 1,290 client relationships. The firm uses a total portfolio investment approach emphasizing active, diversified allocations and long-term holdings, offering services such as discretionary portfolio management, financial planning, pension consulting, and employee financial education.

General retirement planning Retirement income strategy Active portfolio management Options & derivatives strategies Executive Founder/Business Owner Retired
user avatar

Todd M

ChFC®, Series 63, Series 65

Waverly, IA

Accel Wealth Management

Todd Manternach is a financial advisor with Accel Wealth Management in Waverly, IA, holding the ChFC® designation and Series 63 and 65 licenses. He has 38 years of industry experience, including roles at Ameritas Investment Corp and Brokers International Financial Services. Manternach is also owner and president of Manternach & Assoc., a corporation focused on retirement planning and non-securities business activities. Accel Wealth Management is a team-based registered investment adviser managing approximately $1.15 billion across 1,290 client relationships. The firm employs a total portfolio approach with active, diversified allocations tailored by written investment policy statements and offers discretionary portfolio management, financial planning, pension consulting, and employee financial-education presentations.

General retirement planning Retirement income strategy Active portfolio management Options & derivatives strategies Executive Founder/Business Owner Retired
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