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Cody F
CFP®, Series 63, Series 66
Omaha, NE
Grimes & Company
Cody Forbush is a CFP® professional with 15 years of industry experience, currently serving at Grimes & Company since 2022. His prior roles include positions at Dickinson Investment Advisors, TS Capital, and TD Ameritrade. Grimes & Company provides discretionary investment management and financial planning to a diverse client base, including individuals, families, trusts, charitable organizations, and governmental entities. The firm offers customized investment strategies using proprietary research and portfolio management systems, along with a range of specialized institutional-type services such as sub-advisory roles and ERISA plan services.
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