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CS

Cody J. Schnipke

YSB WEALTH MANAGEMENT
KALIDA, OH
Some features on this profile are disabled
CRD#: 6486587
CS

Professional summary

Cody J Schnipke, CFP® is a registered financial advisor currently at YSB WEALTH MANAGEMENT located in Kalida, Ohio.

Cody is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Cody has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Cody J Schnipke's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Experience

Current

March 13, 2026 - Present

YSB WEALTH MANAGEMENT

RIA
CRD#: 341032
KALIDA, OH
Past

November 13, 2025 - February 4, 2026

OSAIC WEALTH, INC.

RIA
CRD#: 23131
GAHANNA, OH
Past

November 12, 2025 - February 4, 2026

OSAIC WEALTH, INC.

BD
CRD#: 23131
GAHANNA, OH
Past

June 11, 2020 - November 20, 2025

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA
CRD#: 134139
Gahanna, OH
Past

July 2, 2018 - November 20, 2025

CAMBRIDGE INVESTMENT RESEARCH, INC.

BD
CRD#: 39543
Gahanna, OH

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Ohio
(3/13/2026)
IAR
Pennsylvania
(3/18/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 11/9/2018
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 7/2/2018
General Securities Representative Examination

Current Firm

YW
YSB WEALTH MANAGEMENT
YSB WEALTH MANAGEMENT | YSB WEALTH MANAGEMENT LLC

CRD#: 341032 / SEC#:

Ohio
Registered Investment Advisory firm - (3/13/2026 Approved)
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
Kalida, OH
Mailing Address
Po Box 685, Kalida, OH 45853
Phone number
(419) 615-8501
Established
Firm type
Fiscal year end
# of Employees
3

Documents

Latest Form ADV
0

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

YSB WEALTH MANAGEMENT

CRD#: 341032Kalida, OH

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