Winch Financial
44yrs
Top advisor by experience in Appleton
22yrs
Cody Floeter
Full name on record: Cody Keith Floeter
Financial advisor at Thrivent Investment Management
Based in Appleton, Wisconsin, Cody Floeter is a fiduciary financial advisor with 22 years of industry experience. Cody has been with Thrivent Investment Management since 2006. Thrivent Investment Management offers financial planning and investment management and is paid through a percentage of assets and flat fees.
One of 412 advisors with offices in Appleton, and one of 379 fiduciaries.
At a glance
Experience22 years (since 2004)
How that compares ?Top 18% by experience at Thrivent Investment Management
Office4321 N Ballard Rd, Appleton, WI 54919
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$162,801
Advisors at the firm3,159
States licensed ?1 state
Services through Thrivent Investment Management
Financial planningInvestment management for individuals and small businesses
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2006 – nowThrivent Investment Management Inc.Current firm
Contact Cody
4321 N Ballard RdAppleton, WI 54919Office · Get directions Firm main line(800) 847-4836Headquarters: Thrivent Investment Management · Minneapolis, MN Instagram pageThrivent Investment Management
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Questions to ask Cody
Tailored to Cody’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Cody
How do I contact Cody?
Call Thrivent Investment Management at (800) 847-4836 and ask for Cody Floeter. Cody works from the Appleton, WI office.
How long has Cody been a financial advisor?
Cody has been in the industry since 2004, about 22 years. Top 18% by experience at Thrivent Investment Management.
What licenses does Cody hold?
Series 66. Tap any license on this page to see what it allows.
Is Cody a fiduciary?
Cody is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Cody paid?
Thrivent Investment Management reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Cody for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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