CM
Cody Matthew Klein
CRD 6115452
Firms
| Firm | Role | As of |
|---|---|---|
| Creative Planning, Llc | Registered representative | 07/20/2026 |
| Creative Planning Institutional Advisors, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗