CODY MATTHEW KLEIN is an investment adviser representative (IAR) with state registration records since 2016, appearing at 3 firms. Currently registered with CREATIVE PLANNING INSTITUTIONAL ADVISORS, LLC, CREATIVE PLANNING, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| CREATIVE PLANNING, LLC | 2026-01-23 | present | Yes |
| CREATIVE PLANNING INSTITUTIONAL ADVISORS, LLC | 2022-06-17 | present | Yes |
| SUMMIT FINANCIAL CONSULTANTS, INC. | 2016-06-28 | 2022-12-22 | — |