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professional profile

Cody Allan Makela, CFP

IAR Santa Barbara, CA CRD 5845061 Last verified October 2026

Overview

Cody Allan Makela is an investment adviser representative based in Santa Barbara, CA, with 15 years in the industry.

Years in the industry
15
States registered
1
Exams passed
1
Current firms
1

Contact

1 phone number on file

Registrations and licenses

  • Registered in 1 state
  • Series 63

Every state, with registration and license dates

Firms

Employment history since 2017

Book and practice

Firm assets under management on file

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