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Cody Kowalski is a financial advisor professional located in Ankeny, IA. They specialize in financial advisory.
Cody Kowalski - Uncommon Wealth Partners, Llc holds an active professional license (FINRA CRD) for your protection.
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Cody Kowalski operates Uncommon Wealth Partners, LLC, a financial advisory firm based in Ankeny, Iowa. The business is registered with FINRA under CRD number 8212864, which governs securities and investment advisory professionals. Kowalski works with clients on financial planning and investment matters within the scope of FINRA-regulated activities.
A FINRA CRD registration means Cody Kowalski is registered with the Financial Industry Regulatory Authority, the primary regulator overseeing securities brokers and investment advisers in the United States. This registration requires background checks, compliance training, and ongoing adherence to FINRA rules governing how investment advice is delivered and how client assets are handled. The CRD number is a unique identifier that allows clients to verify the registrant's regulatory standing and disciplinary history through FINRA's public database.