Cody Schweninger

Investment Adviser Representative, Principal Securities Registered Representative at Principal Financial Group

Role
Investment Adviser Representative, Principal Securities Registered Representative at Principal Financial Group
Location
Wichita, KS, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Cody Schweninger

For over 10 years, my focus remains providing financial insight and education to people regardless of their stage of life. I provide investment vehicles and insurance products to help grow and preserve wealth.Insurance products issued by Principal National Life Insurance Company (except in NY), Principal Life Insurance Company®, and he companies available through the Preferred Product Network, Inc. Referenced companies are members of the Principal Financial Group®, Des Moines, IA 50392. Principal National and Principal Life Financial Representative. Principal Life Financial Representative who are also Principal Securities Registered Representatives: Insurance products issued by Principal National Life Insurance Company (except in NY), Principal Life Insurance Company®, and the companies available through the Preferred Product Network, Inc. Securities and advisory products offered through Principal Securities, Inc. member SIPC. Referenced companies are members of the Principal Financial Group®, Des Moines, IA 50392. Principal National and Principal Life Financial Representative, Principal Securities Registered Representative.Cody Schweninger is not licensed in all states to offer securities and insurance products. This site is not a solicitation of interest in any of these products or service in any state which the registered representative is not properly licensed.Content provided via links to third-party sites should not be considered an endorsement of third-partycontent. We make no representation as to the completeness or accuracy of information provided at thesewebsites.AIF® (Accredited Investment Fiduciary®) is an educational designation only, obtained by the holder by completing the requisite coursework. The AIF designation does not mean the holder is acting in a fiduciary skills list below does not imply licensure, training, or the ability to solicit products or services.

Experience

  1. Investment Adviser Representative, Principal Securities Registered Representative

    Principal Financial Group

    Feb 2012 — Present · Wichita, KS, US

    Insurance products issued by Principal National Life Insurance Co.(except in NY), Principal Life Insurance Co, Securities and advisory products offered through Principal Securities, Inc, 800/24•••37, member SIPC. Principal National, Principal Life, and Principal Securities, Inc. are members of the Principal Financial Group®, Des Moines, IA 50392, Principal National and Principal Life Financial Representative, Principal Securities Registered Representative, Financial Advisor

Education

  • Dodge City Community College

    Associate's Degree

    2005 — 2007

  • Wichita State University

    Bachelor of Business Administration (B.B.A.), Finance and Management

    2009 — 2010

  • Friends University

    Business Administration and Management, General

    2008 — 2009

Skills

  • Sep Ira
  • Series 63
  • Fixed Annuities
  • Buy-Sell Agreements
  • Buy-Sell Review
  • Universal Life
  • Income Protection
  • 401k
  • Wealth Accumulation
  • Financial Needs Analysis
  • Survivor Income
  • Supplemental Retirement Income
  • Deferred Compensation
  • Key Person Insurance
  • Iras
  • Estate Planning
  • Series 7
  • 403 B
  • Non-Qualified Deferred Compensation
  • Informal Business Valuation
  • Variable Annuities
  • Business Overhead Expense
  • Charitable Giving
  • Wellness Programs
  • College Funding Strategies
  • Split Dollar Plans
  • Disability Insurance
  • Salary Continuation
  • Asset Allocation
  • Mutual Funds
  • Dental Insurance
  • Roth Ira
  • Simple Ira
  • Executive Benefit Strategies
  • Life Insurance
  • Term Life Insurance
  • Retirement
  • Tax-Deferred Savings
  • Business Continuation Strategies

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Cody Schweninger — Investment Adviser Representative, Principal Securities Registered Representative at Principal Financial Group in Wichita, KS, US | Unifers