Adviser Investments and Polaris Wealth Advisory Group are now RWA Wealth Partners.

Cody Carlson

Wealth Advisor
3125644937
ccarlson@rwawealth.com

Experience the human side of wealth.

As a member of the wealth management team, Cody collaborates with clients to develop a holistic financial plan to achieve their unique long-term goals. Prior to joining the firm, Cody spent his career at Fidelity Investments, where he created and implemented financial plans for his clients.

Cody graduated from Eastern Illinois University, where he earned his Bachelor of Science degree in finance. In 2022, he obtained his CERTIFIED FINANCIAL PLANNER™ certification. In his free time, Cody enjoys trail running, archery, fishing and spending time with his friends and family. He was born and raised in the Chicagoland area, where he currently resides.

Accreditations

  • CFP®

Education

  • B.S., Finance, Eastern Illinois University

Location

Chicago Office

150 N. Wacker Drive, Suite 1250,
Chicago, IL 60606
The fact that an employee holds a particular designation or credential does not guarantee that a specific investment-related result will be achieved; nor does such protect against loss of investment principal. For more information on credentials please refer to the Professional Credentials page on this website.

Ready to experience the human side of wealth?

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