Cody Rickaway Email
Wealth Advisor @ Integrated Wealth Management
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Cody Rickaway Location
- La Crosse, WI, US
Cody Rickaway Work
- Wealth Advisor @ (May 2023 - Present)
- CERTIFIED FINANCIAL PLANNER™ professional @ Innovative Retirement, LLC (January 2017 - May 2023)
- Financial Consultant @ (December 2012 - January 2017)
- Financial Representative @ (January 2010 - January 2017)
Cody Rickaway Education
- Yale School of Management
CIMA® certification registered education program
2020-2020 - The American College of Financial Services
Financial Planning
2011-2014 - University of Wisconsin-La Crosse
Double Major (Finance & Accounting)
2007-2011 - Aquinas High School
High School
2003-2007
Cody Rickaway Skills
- 401k
- 401k Rollovers
- 529 Plans
- Asset Allocation
- Certified Financial Planner
- Charitable Gifting Strategies
- Charitable Giving
- Client Education
- Comprehensive Strategies
- Customer Service
- Disability Income Insurance
- Education Funding
- Estate & Gift Taxation
- Estate Strategies
- Executive Benefit Strategies
- FINRA Series 7
- Finance
- Financial Strategy
- Fixed Annuities
- Holistic Financial Planning
- IRAs
- Irrevocable Life Insurance Trusts
- Life Insurance
- Listening with empathy
- Long Term Care Insurance
- Managed Accounts
- Managed Money
- Medicaid Strategies
- Non-Qualified Deferred Compensation
- Personal Financial Planning
- Problem Solving
- Qualified Retirement Plans
- Retirement
- Retirement Distribution
- Retirement Income
- Retirement Income Strategies
- Retirement Planning
- Roth IRA
- SEP IRA
- Simple IRA
- Social Security
- Tactical Asset Allocation
- Tax Efficiency
- Variable Annuities
- Wealth
- Wealth Accumulation
- Wealth Management
- Wealth Management Services
- Wealth Transfer
Cody Rickaway Summary
- Cody Rickaway, based in La Crosse, WI, US, is currently a Wealth Advisor at Integrated Wealth Management, LLC. Cody Rickaway brings experience from previous roles at Innovative Retirement, LLC and Thrivent Financial. Cody Rickaway holds a 2020 - 2020 CIMA® certification registered education program @ Yale School of Management. With a robust skill set that includes 401k, 401k Rollovers, 529 Plans, Asset Allocation, Certified Financial Planner and more.
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