Stifel, Nicolaus & Company
46yrs
Top advisor by experience in Golden Valley
5yrs
Cody Wald
Financial advisor at First Class Financial
Cody Wald has worked in the financial industry for 5 years and is a fiduciary financial advisor based in Golden Valley, Minnesota. After five years at Ameriprise Financial Services, Cody joined First Class Financial in 2026, a firm offering financial planning, investment management, and selecting outside investment managers. Cody holds the CFP® designation.
One of 148 advisors with offices in Golden Valley, and one of 136 fiduciaries.
At a glance
Experience5 years (since 2021)
How that compares ?5 years in the industry
OfficeGolden Valley, MN
How the firm is paid ?Percent of assets, Flat fee
States licensed ?1 state
Services through First Class Financial
Financial planningInvestment management for individuals and small businessesChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- May 2026 – nowFirst Class FinancialCurrent firm
- 2021 – 2026Ameriprise Financial Services, LLCPreviously
Contact Cody
(763) 232-3790First Class Financial main office Golden Valley, MNOffice · Get directions Firm websitefirstclassfa.comIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Cody
Tailored to Cody’s registration and firm.
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Cody
How do I contact Cody?
Call First Class Financial at (763) 232-3790 and ask for Cody Wald. Cody works from the Golden Valley, MN office.
How long has Cody been a financial advisor?
Cody has been in the industry since 2021, about 5 years. 5 years in the industry.
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?
First Class Financial 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.
Other advisors nearby
Stifel, Nicolaus & Company
46yrs
Top 1% by experience in Minnesota
The Oak Ridge Financial Services Group
45yrs
Top advisor by experience at The Oak Ridge Financial Services Group
The Oak Ridge Financial Services Group
45yrs
Top 1% by experience in Minnesota
The Oak Ridge Financial Services Group
43yrs
Top 1% by experience in Minnesota
Stifel, Nicolaus & Company
43yrs
Top 2% by experience in Minnesota