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Cody Solverson

Advisor at Cambridge Investment Research Advisors

Updated today

Location

Waverly, IA

Credentials

Series 66

Industry experience

13 years

About

Cody Solverson is a financial advisor at Cambridge Investment Research Advisors with 13 years of industry experience. He holds a Series 66 designation and has been with Cambridge since 2016, following four years at CUNA Brokerage Services and CUNA Mutual Group. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations through a large network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing multiple account platforms and third-party sub-advisers.

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

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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

Waverly, IA

Most active in

Iowa

Work history

Cambridge Investment Research Advisors

2016 - Present (10 years)

Cambridge Investment Research, inc.

2016 - Present (10 years)

Cambridge Investment Research, Inc.

2016 - Present (10 years)

CUNA Brokerage Services, INC

2012 - 2016 (4 years)

CUNA Mutual GRoup

2012 - 2016 (4 years)

Disclosures

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

Business activities & affiliations

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Ryan H

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Ryan Hervey is a financial advisor at Accel Wealth Management with 12 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Northwest Wealth Management LLC for nine years before joining Accel Wealth Management in 2022. Accel Wealth Management is a registered investment adviser serving individuals, high-net-worth clients, trusts and estates, pension and profit-sharing plans, and business entities. The firm uses a total portfolio approach focused on disciplined, diversified allocation, long-term holdings, and risk management strategies including options and structured notes.

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Mitchell C

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Mitchell Cook is a financial advisor at Accel Wealth Management with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including The O.N. Equity Sales Company, Ohio National Financial Services, Unified Trust Company, HKFS, and ProEquities Inc. Outside of his advisory role, he is involved in educating and consulting clients on insurance and annuity products. Accel Wealth Management is a registered investment adviser serving individuals, high-net-worth clients, trusts and estates, pension and profit-sharing plans, and business entities. The firm employs a total portfolio approach focused on disciplined, diversified allocations with a primary emphasis on long-term investments and periodic rebalancing.

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Scott D

Series 63, Series 65

Waverly, IA

Accel Wealth Management

Scott Durscher is a financial advisor at Accel Wealth Management with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms, including Brokers International Financial Services and Rda Financial Network, Inc. Outside of advisory work, he is part owner of Accel Holdings Inc, the parent company of Accel Wealth Management and The Accel Group, and volunteers with the Bremer County Conservation Board Support Group. Accel Wealth Management LLC serves individuals, high-net-worth clients, trusts and estates, pension and profit-sharing plans, and business entities. The firm employs a “total portfolio” approach focused on disciplined, diversified allocations and long-term strategies, and offers services that include discretionary portfolio management, financial planning, pension consulting, and employee financial education.

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Michele K

Series 63, Series 66

Waverly, IA

Accel Wealth Management

Michele Krueger is a financial advisor at Accel Wealth Management with 25 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at firms including Integrity Alliance, LLC and Cambridge Investment Research, Inc. Accel Wealth Management is a registered investment adviser serving individuals, high-net-worth clients, trusts and estates, pension and profit-sharing plans, and business entities. The firm employs a disciplined, diversified “total portfolio” approach focused on long-term allocations and risk management, offering services such as discretionary portfolio management, financial planning, and pension consulting.

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Todd M

ChFC®, Series 63, Series 65

Waverly, IA

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Todd Manternach is a ChFC® with 38 years of industry experience and is currently a financial advisor at Accel Wealth Management. He has previously worked at Brokers International Financial Services, Ameritas Investment Corp, Premier Advisors LLC, and has owned Manternach & Associates since 2002, where he focuses on retirement planning and non-securities business. Accel Wealth Management serves individuals, high-net-worth clients, trusts and estates, pension and profit-sharing plans, and business entities. The firm employs a total portfolio approach emphasizing disciplined, diversified allocations tailored through written investment policy statements, with a focus on long-term holdings and periodic rebalancing.

Retirement income strategy Active portfolio management Founder/Business Owner Retired Mid-Career Professionals
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