user avatar

Cody Miner

Advisor at Cambridge Investment Research Advisors

Updated today
Cambridge Investment Research Advisors logo

Firm

Cambridge Investment Research Advisors

Location

Cairo, MO

Credentials

Series 65

About

Cody Miner is a financial advisor with Cambridge Investment Research Advisors, holding a Series 65 designation and over one year of experience in the industry. His prior work experience includes roles at SmartPro Financial, Sunrun Inc., and multiple positions in education at Brigham Young University-Idaho. Cambridge Investment Research Advisors serves individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans through a network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing various account platforms and third-party strategists.

Client services

Based on Cambridge Investment Research Advisors

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Market timing

Expertise

Based on Cambridge Investment Research Advisors

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Annuities

Occupation focus

Based on Cambridge Investment Research Advisors

Retired Founder/Business Owner Executive

Fee options

Fixed

Financial Planning and Consulting flat fees generally do not exceed $25,000; Financial Wellness flat fee agreements also offered; Retirement Plan Advisory flat fees negotiated

Percentage

$0 - $100,000: up to 1.50% $100,000 - $250,000: up to 1.25% $250,000+: up to 1.00%

Commissions

Financial Professionals may receive commissions in their capacity as Registered Representatives for securities and insurance products

Project-based

Financial Planning and Consulting hourly fees generally do not exceed $500/hour; Retirement Plan Advisory and Consulting Services up to $500/hour

Other

Account minimum: $25,000 Minimum fee: Setup fee generally the lesser of 1% of assets under management or $1,000; combined setup fee and advisory fee not to exceed 3% of AUM; service fee up to $300 Fee-only: Financial Planning and Consulting fees include flat fees up to $25,000, hourly fees generally not exceeding $500/hour, asset-based fees for investment consulting

Location

Cairo, MO

Most active in

Missouri · Virginia

Work history

Cambridge Investment Research Advisors, Inc.

2026 - Present (1 year)

SmartPro Financial

2025 - 2026 (1 year)

Brigham Young University- Idaho

2025 - Present (1 year)

Sunrun Inc.

2025 - 2025 (1 year)

Unemployed

2024 - 2025 (1 year)

Western Governor's University

2024 - 2024 (1 year)

Missouri Veteran's Commision

2020 - 2021 (1 year)

Brigham Young University- Idaho

2020 - 2023 (3 years)

Walmart Associates Inc.

2013 - 2016 (3 years)

B&B Theaters

2010 - 2020 (10 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

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. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")