Cody Carlson - Adviser Investments

Cody Carlson

Wealth Advisor

As a member of the wealth management team, Cody collaborates with clients to develop a holistic financial plan to achieve their unique long-term goals. Prior to joining the firm, Cody spent his career at Fidelity Investments, where he created and implemented financial plans for his clients.

Cody graduated from Eastern Illinois University, where he earned his Bachelor of Science degree in finance. In 2022, he obtained his CERTIFIED FINANCIAL PLANNER™ certification. In his free time, Cody enjoys trail running, archery, fishing and spending time with his friends and family. He was born and raised in the Chicagoland area, where he currently resides.

For more information on the awards and recognitions referenced above, please visit