AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
CK

Cody Kowalski

UNCOMMON WEALTH PARTNERS
ANKENY, IA 50023
CRD#: 8212864
Some features on this profile are disabled
CK
Cody KowalskiUNCOMMON WEALTH PARTNERS

Professional summary

Cody Kowalski is a registered financial advisor currently at UNCOMMON WEALTH PARTNERS, LLC located in Ankeny, Iowa.

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 exam.

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 Kowalski'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®
None

Experience

Current

March 25, 2026 - Present

UNCOMMON WEALTH PARTNERS, LLC

Office #1: 317 S Ankeny Blvd, Ankeny, IA 50023
RIA
CRD#: 288676
ANKENY, IA

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
Iowa
(3/25/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 11/17/2025
Uniform Investment Adviser Law Examination

Current Firm

UW
UNCOMMON WEALTH PARTNERS, LLC
UNCOMMON WEALTH PARTNERS | UWP LLC | UNCOMMON WEALTH PARTNERS, LLC

CRD#: 288676 / SEC#:

Iowa
Registered Investment Advisory firm - (6/22/2017 Approved)
Louisiana
Registered Investment Advisory firm - (5/23/2024 Approved)
Texas
Registered Investment Advisory firm - (9/20/2017 Conditional Restricted)
Loading...

Contact information

Main Address
Ankeny, IA
Mailing Address
Phone number
(515) 650-3009
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts204
AUM (Assets Under Management)$ 34,000,000

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

UNCOMMON WEALTH PARTNERS, LLC

CRD#: 288676Ankeny, IA 50023

TRUST BUT VERIFY

Monitor Cody Kowalski

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

RS
Rajpreet SanghaAdvisorCheck Check Mark
PRINCIPAL SECURITIES, INC.
IAR
RR
Tracy, CA
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.