Cody E. Bartlett
LPL Financial Advisor
Cody Bartlett, CFP®, LPL Financial Advisor invests his time to help individuals, families and business owners make sense of investing and assist them in pursing their financial goals. Bartlett works closely with you and your CPA, attorney and other professionals to help determine appropriate financial strategies. Whether preparing for retirement, saving for education, or planning your estate and insurance protection, Bartlett strives to provide a customized based approach while delivering personalized service.
After graduating from Colorado State University, Bartlett started his career as a Financial Advisor in Conroe, Texas - where he was born and raised and a proud Conroe Tiger alumni. Cody's involvement in the community runs deep as he serves numerous organizations. Bartlett currently serves as the President of the Montgomery County Fair Association and also serves of the the Conroe/Lake Conroe Chamber of Commerce. ln addition, Bartlett served on the Board of Directors for the Montgomery County Community Foundation in addition to the 2015 and 2018 Conroe ISD Facilities Planning Committee and since its beginning; Cody has served as a mentor for the Conroe Independent School District Project Mentor program.
Bartlett is proud to have obtained his CERTIFIED FINANCIAL PLANNER™ certification and the Accredited Asset Management Specialist™ designation. Cody is also a proud Eagle Scout.
He and his wife Kelsey, a Conroe ISD teacher, have a daughter Charlie and son Collin, and reside in the Conroe area. The Bartlett's attend First Baptist Church Conroe and in their spare time they enjoy travel, spending time with family and friends and getting outdoors!
Knowledge is power. It’s also the foundation for intelligent, well-considered decisions. When you have retirement in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can affect your future.
As a financial professional, I am committed to helping people just like you create strategies for their retirement assets. Once I understand your risk tolerance, time horizon and goals, I’ll work diligently to develop a program that carefully balances investment strategies with the goal of preserving principal.
Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards. I work closely with my clients to evaluate those opportunities and get in position to reap those rewards. I enjoy helping people build a solid financial foundation for the future.
I invite you to check out all the material on my website. If something prompts a question, please send me a quick email or call my office. I would enjoy speaking with you.
“Seek to Prepare, Protect, Prolong”
I strive to prepare families and individuals for their financial future using a wide array of investments, tools and knowledge, seek to protect what they have and prolong their assets through their goal years.
My mission is to help my clients work toward financial independence through planning. We want to spend time with clients to determine their goals and objectives, time horizon, risk tolerance, and help them make suitable financial decisions for their future. Our mission is to build a long-term relationship with me, their trusted and knowledgeable advisor. We aim to accomplish this through education, training integrity, and outstanding client service.