Cody Robinson has been an investment adviser representative at Schmidt, Jacob Aaron since October 2020, and is not listed among the firm’s executive officers or direct owners. Cody Robinson holds a Bachelor's degree in Economics & Finance, Accounting, and Business Administration from Olivet Nazarene University.
Schmidt, Jacob Aaron is a Fort Wayne, IN firm with $213M under management, 489 clients and 7 advisers in one office, as of its March 2026 filing.
Cody Robinson is Advisor of Financial Planning Services, based in Fort Wayne, Indiana. He holds Series 7 and Series 66 securities registrations and a life and health insurance license.
Cody Robinson’s longest registration is the current one, 6 years at Schmidt, Jacob Aaron since 2020. Before joining Schmidt, Jacob Aaron in 2020, Cody Robinson was registered through Royal Alliance Associates, Inc.
- Financial Planning ServicesCurrent– present · 6 yearsFort Wayne, IN · Adviser representative · Firm CRD 121034
- Royal Alliance Associates, Inc.– · under a yearScottsdale, AZ · Adviser representative · Firm CRD 23131
Professional designations
Listed by Schmidt, Jacob Aaron
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Behavioral Financial Advisor™
Investment adviser representative registrations
Cody Robinson is registered as an investment adviser representative in 2 states. The first approvals date from October 2020; the most recent is Texas, in December 2024.
- IndianaSince 14 October 2020
- TexasSince 4 December 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 8 September 2020 |
| Series 7TO | General Securities Representative Examination | 8 July 2020 |
| SIE | Securities Industry Essentials Examination | 11 July 2019 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Cody James Robinson
- CRD
- 6950296
- Firm
- Schmidt, Jacob Aaron · CRD 121034
- Office
- 6920 POINTE INVERNESS WAY, STE 170, Fort Wayne, IN 46804
- Registration
- Investment adviser and broker registrations
- In the industry since
- July 2020
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- tobuildwealth.com
Where does Cody Robinson work?
Cody Robinson is an investment adviser representative registered through Schmidt, Jacob Aaron since October 2020, and is not listed among the firm’s executive officers or direct owners.
Is Cody Robinson a financial advisor?
Yes. Cody Robinson has a current investment-adviser registration in Indiana and Texas, through Schmidt, Jacob Aaron since October 2020.
How many years of experience does Cody Robinson have?
Cody Robinson has 6 years in the financial industry, since July 2020, across 2 adviser firms.
What exams has Cody Robinson passed?
Cody Robinson has passed 3 licensing exams: the SIE, Series 7TO and Series 66. The earliest, the SIE, was passed in July 2019.
Where did Cody Robinson work before Schmidt, Jacob Aaron?
Before Schmidt, Jacob Aaron, Cody Robinson was registered through Royal Alliance Associates, Inc., October 2020 to October 2020.
Where is Cody Robinson based?
Cody Robinson’s registered office is in Fort Wayne, IN.
Is Cody Robinson registered with FINRA?
Yes. Cody Robinson has a current broker registration, under CRD 6950296.
Source: FINRA BrokerCheck
Is Cody Robinson a CFP?
Schmidt, Jacob Aaron lists Cody Robinson with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Source: Cody Robinson, CFP®, BFA™ biography, tobuildwealth.com
How can I verify Cody Robinson’s record?
Search CRD 6950296 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Cody Robinson’s full registration record.
