Cody Heins, CFP®, AAMS®

Managing Partner, Wealth Advisor at Arrowhead Wealth Partners
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Contact Information
us****@****om
(386) 825-5501
Location
Greater Phoenix Area

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Experience

  • Arrowhead Wealth Partners
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Managing Partner, Wealth Advisor
      • Oct 2021 - Present

      Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to website section above. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Show less

  • Edward Jones
    • United States
    • Financial Services
    • 700 & Above Employee
    • Financial Advisor
      • Jun 2018 - Oct 2021
  • Union Bank & Trust
    • United States
    • Financial Services
    • 500 - 600 Employee
    • 529 College Savings Representative
      • Jul 2016 - Feb 2018

    • Corporate Trust Assistant
      • Mar 2016 - Jul 2016

  • United States Senate
    • Legislative Offices
    • 700 & Above Employee
    • Senator Deb Fischer's Omaha Office
      • May 2015 - Aug 2015

Education

  • University of Nebraska-Lincoln
    Bachelor of Science in Business Administration, Finance
    2013 - 2017

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