Our financial advice team

Cody Bartusiak, Financial Advisor serving the Westminster, CO area - Ameriprise Advisors

Cody Bartusiak

Financial Advisor

Zeidman, Levinthal, Hinrichs, & Bartusiak
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Sustainable and Responsible Investing
  • Tax Planning Strategies
  • Retirement Plan Distribution

Education

  • MBA, Financial Valuation & Investment Management, Lynn University, Boca Raton, Florida , 2018 - 2019
  • BA, Investment & Finance Management, Lynn University, Boca Raton, Florida, 2015 - 2018

Previous experience

  • Investment Analyst & Paraplanner, Ameriprise Financial Services, LLC, Denver Metro Area, CO, 2019-2021

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Interests

In true Colorado form, I enjoy spending time with my family and friends especially when experiencing new breweries in the Denver area. When I’m not working, I spend as much time as possible in the mountains hiking, camping, and fishing with my girlfriend and pup. I also enjoy supporting my college lacrosse team, the Lynn University Fight Knights, and staying in touch with all my old teammates.