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
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
Investment Adviser Representative, Principal Securities Registered Representative
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
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.