
Cody Molacek
Private Wealth Advisor
Years of Experience
14 years
Number of Clients
75
Average Client Size
$2,563,906
Member Since
2026
Allow Me to Introduce Myself
One thing I want my clients to know about me is...
I don't view my role as simply helping clients manage their wealth. Instead, I help them use their financial resources intentionally to create impact, pursue what matters most, and live a life of significance.
Clientele
Clients that I work with deal with complex compensation structures and face financial decisions that extend well beyond salary and bonus planning alone. Clients that I work with value tax-optimization strategies and value ourapproach to goal-oriented outcomes.
Services Provided
Investment Management
Tax Planning
Estate Planning Strategies
Insurance
Specialties and Expertise
Credentials and Designations

Certified Financial Planner™
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Series 66 - Uniform Combined State Law Exam
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Series 7 - General Securities Representative Exam
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Pricing Models
Education
Northwestern University
Financial Planning
Obtained in 2010
Nebraska Wesleyan University
B.S. Sport Management
Obtained in 2005
Previous Work Experience
River Glen Wealth Counselors
Financial Planner
2018 - 2023
Advisor Links
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