Cody E. Bartlett, CFP®
LPL Financial Advisor
Cody Bartlett, 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 on the Executive Committee of the Montgomery County Fair Association where he oversees the Livestock Auction and Golf Tournament. He also serves on the Board of Directors for the Montgomery County Community Foundation. ln addition, Bartlett served on the 2015 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 holds the Accredited Asset Management Specialist designation and is a proud Eagle Scout.
Bartlett resides in the Conroe area with his wife Kelsey and their daughter Charlie. ln their spare time they enjoy travel, spending time outdoors and taking care of their two miniature donkeys Skeeter and Timmy.