CB
Cody D. Blumenfeld
LATITUDE ADVISORS
Skokie, IL 60077
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CRD#: 7748130
CB
Professional summary
Cody Daniel Blumenfeld is a registered financial advisor currently at LATITUDE ADVISORS, LLC located in Skokie, Illinois and GWN SECURITIES INC. located in Skokie, Illinois.
Cody is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2025. Cody has worked at 2 firms and has passed the Series 66, Series 7TO and SIE 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.
1-- F&S FINANCIAL SERVICES POSITION: Financial Representative. NATURE: DBA/Financial Services/Insurance. COMPENSATION TYPE: Commission. INVESTMENT RELATED: Yes NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 60 START DATE: 05/14/2025 ADDRESS: 5215 Old Orchard Rd., Ste. 900 Skokie, IL 60077, United States United States DESCRIPTION: DBA for Securities Business / Financial Services. 2-- PAWLAN, BLUMENFELD, MISCINSK, & ASSOC., LTD. POSITION: Staff Accountant. NATURE: Accounting & Tax Prep. COMPENSATION TYPE: Salary. INVESTMENT RELATED: No NUMBER OF HOURS: 160 TRADING HOURS: 0 START DATE: 2/10/2025 ADDRESS: 5215 Old Orchard Rd., Ste. 900 Skokie, IL 60077-1891, United States DESCRIPTION: Monthly accounting and tax preparation for businesses and individuals. 3 -- Latitude Advisors, LLC -5215 Old Orchard Road, Ste 900, Skokie IL 60077, IA Rep, 07/15/25 start, 2 hours/month, investment advisor collection fees.
CRS (Client Relationship Summary) - RIA
Click below to view Cody Daniel Blumenfeld'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®
NoneExperience
Current
July 15, 2025 - Present
LATITUDE ADVISORS, LLC
Office #1: 5215 Old Orchard Road Suite 1200, Skokie, IL 60077RIA
CRD#: 151001
Skokie, IL
Current
June 11, 2025 - Present
GWN SECURITIES INC.
Office #1: 5215 Old Orchard Rd #900, Skokie, IL 60077RIA
BD
CRD#: 128929
Skokie, IL
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
LA
LATITUDE ADVISORS, LLC
BIG HORN ADVISORS, LLC | LATITUDE ADVISORS, LLC
CRD#: 151001 / SEC#: 801-70420
RIA
Registered Investment Advisory firm - (7/16/2009 Approved)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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Illinois(7/11/2025)
IAR
Illinois(7/15/2025)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 6/11/2025
General Securities Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
LA
LATITUDE ADVISORS, LLC
BIG HORN ADVISORS, LLC | LATITUDE ADVISORS, LLC
CRD#: 151001 / SEC#: 801-70420
RIA
Registered Investment Advisory firm - (7/16/2009 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Yorkville, IL
Mailing Address
Phone number
(630) 553-3730
Established
Firm type
Fiscal year end
# of Employees
70
SEC notice filing (26 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,305 |
| AUM (Assets Under Management) | $ 379,516,000 |
Red Flags
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