Cody Maxwell
Associate Wealth Management Advisor at Spahn Financial
Based in Mount Prospect, United States
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Seniority
Staff
Department
Finance & Accounting
Location
Mount Prospect
Industry
Financial Services
Company size
12
Contact information
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c•••••••@spahnfinancial.com
Phone
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Background
About Cody Maxwell
Passionate about helping individuals and families build generational wealth. With experience in wealth management, investment strategy, and financial planning, I work closely with clients to understand their unique goals and develop tailored solutions that support their long-term success. Currently, I am a candidate for CFP® certification to deepen my expertise and strengthen the value I provide to clients. I believe in combining technical knowledge with a relationship-first approach, ensuring clients feel supported through every stage of the financial journey.
Decision-makers
Other people at Spahn Financial
- KDC-Team
Kyle Deraedt
Chief Operating Officer · General Business & Management
- JVDirector
Jeff Vanhorn
Director of Business Development · Sales & Business Development
- KSC-Team
Kevin Spahn
Partner, Private Wealth Advisor · Finance & Accounting
- BADirector
Bill Armonda
Private Wealth Lead Advisor · Sales & Business Development
- JBStaff
Jason Balogh
Associate Wealth Management Advisor · Finance & Accounting
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