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CB

Cody Brown

FAMILY WEALTH PLANNING PARTNERS
LOUISVILLE, KY 40223
CRD#: 8066495
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CB
Cody BrownFAMILY WEALTH PLANNING PARTNERS

Professional summary

Cody Brown is a registered financial advisor currently at FAMILY WEALTH PLANNING PARTNERS located in Louisville, Kentucky.

Cody is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Cody has worked at 1 firm and has passed the Series 65 and SIE exams.

At a Glance

Always Fiduciary

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 Brown's CRS (Customer Relationship Summary).
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®
None

Experience

Current

March 31, 2026 - Present

FAMILY WEALTH PLANNING PARTNERS

Office #1: 3012 Eastpoint Parkway, Louisville, KY 40223
RIA
CRD#: 323656
LOUISVILLE, KY

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".
FW
FAMILY WEALTH PLANNING PARTNERS
FAMILY WEALTH PLANNING PARTNERS | FAMILY WEALTH PLANNING PARTNERS LLC

CRD#: 323656 / SEC#: 801-126996

RIA
Registered Investment Advisory firm - (12/19/2022 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.

Highlighted states indicate IAR registrations

IAR
Kentucky
(3/31/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 10/8/2025
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 3/11/2025
Securities Industry Essentials Examination

Current Firm

FW
FAMILY WEALTH PLANNING PARTNERS
FAMILY WEALTH PLANNING PARTNERS | FAMILY WEALTH PLANNING PARTNERS LLC

CRD#: 323656 / SEC#: 801-126996

RIA
Registered Investment Advisory firm - (12/19/2022 Approved)
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Contact information

Main Address
9200 Shelbyville Rd Suite 103, Louisville, KY 40222
Mailing Address
Phone number
(502) 200-5210
Established
Firm type
Fiscal year end
# of Employees
7

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

20221031 FORM ADV PART 2A - FWPP (11/14/2025)

Regulatory assets under management

Total Number of Accounts1,499
AUM (Assets Under Management)$ 202,281,612

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

FAMILY WEALTH PLANNING PARTNERS

CRD#: 323656Louisville, KY 40223

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