Robert W. Baird & Co.
46yrs
Top advisor by experience in Akron
18yrs
Codi Pizer is a fiduciary financial advisor in Akron, Ohio, with 18 years in the industry. After two years at PNC Wealth Management, Codi joined Ameriprise Financial Services in 2026, a firm offering financial planning, investment management, and retirement plan consulting. Ameriprise Financial Services reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 468 advisors with offices in Akron, and one of 382 fiduciaries.
At a glance
Experience18 years (since 2009)
How that compares ?More experience than 55% of advisors nationwide
Office30 Springside Dr, Akron, OH 44333
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$471,167
Advisors at the firm12,970
States licensed ?1 state
Services through Ameriprise Financial Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshopsOther services
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.
Career
- Jun 2026 – nowAmeriprise Financial Services, LLCCurrent firm
- 2019 – now
- Aug 2010 – Apr 2012PNC Wealth Management LLCPreviously
Contact Codi
(612) 671-3131Firm headquarters in Minneapolis, MN. Ask for Codi. 30 Springside DrAkron, OH 44333Office · Get directions LinkedIn pageAmeriprise Financial Services
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Questions to ask Codi
Tailored to Codi’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?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- 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 Codi
How do I contact Codi?
Call Ameriprise Financial Services at (612) 671-3131 and ask for Codi Pizer. Codi works from the Akron, OH office.
How long has Codi been a financial advisor?
Codi has been in the industry since 2009, about 18 years. More experience than 55% of advisors nationwide.
What licenses does Codi hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Codi a fiduciary?
Codi is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Codi paid?
Ameriprise Financial Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Codi 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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