Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Cody K
CFP®, Series 66
Bigfork, MT
Wildrye Financial
Cody Kirk is a CFP® and holds a Series 66 license with 11 years of experience in the financial services industry. He has previously worked at D.A. Davidson & Co., Southport Capital, and WealthNest Financial LLC. Kirk is currently the sole advisor at WildRye Financial, an independent firm based in Bigfork, MT. WildRye Financial provides investment management and financial planning services to individuals, high-net-worth clients, and foundations, including 529 college savings plans. The firm customizes portfolios using a range of securities and may recommend third-party managers, with a focus that includes retirement plan advice under ERISA fiduciary standards.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)
Finding advisors...
Find a financial advisor
Based on your filters