Cody Rickaway, CFP®, CIMA®, RICP®, AIF®

Cody Rickaway, CFP®, CIMA®, RICP®, AIF®

Wealth Advisor

Cody Rickaway is the visionary force behind the newly rebranded and innovative financial services company, Integrated Wealth Management, LLC. With a steadfast commitment to delivering exceptional results, Cody stands as a dedicated financial professional, propelling his clients towards their unique financial aspirations. Recognizing the individuality of each client, Cody firmly believes in crafting fully tailored financial plans that align with their distinct needs and life circumstances.

At the core of Cody's work lies a passion for empowering his clients with a deeper understanding of their finances. Through education and guidance, he equips them with the knowledge needed to make informed decisions, allowing them to navigate their financial journeys with confidence and purpose. By fostering close relationships with his clients, Cody exhibits unwavering compassion and proactive support, ensuring their needs are met with utmost care. His unwavering commitment to service sets him apart, striving to provide an unparalleled level of support.

Beyond the realm of finance, Cody finds joy in the company of his loved ones. Cherishing quality time with family and friends, he embraces the experiences that life has to offer. His diverse range of interests includes exploring new destinations through travel, immersing himself in captivating books, maintaining an active lifestyle through exercise, and mastering the art of barbecuing. A passionate golfer, Cody revels in the serenity of the great outdoors. Additionally, he finds excitement in football season, passionately supporting his favorite team, the Green Bay Packers.

Cody's unwavering commitment to excellence is underpinned by his extensive education and professional achievements. He holds a dual Bachelor's Degree in Finance & Accounting from the University of Wisconsin La Crosse, laying a solid foundation for his financial expertise. Furthermore, Cody possesses an array of distinguished designations and licenses, including the CERTIFIED FINANCIAL PLANNER™ Professional (CFP®), Certified Investment Management Analyst (CIMA®) Consultant, Retirement Income Certified Professional (RICP®), Accredited Investment Fiduciary (AIF®), Registered Investment Adviser Representative, Series 7 & 66 Licenses held through LPL Financial, and multiple State Life & Health Insurances.

Cody Rickaway's remarkable combination of expertise, personalized service, and passion for continuous growth positions Integrated Wealth Management, LLC as a trailblazing force in the financial services industry, dedicated to transforming the financial lives of its valued clients.