Skip to main content
Advisor Image

Cody Hale

Advisor Image
Cody Hale
Financial Advisor
.
Part of the Aegis Wealth Advisors practice
About Cody Hale
About Cody Hale

Before I joined Thrivent, my mother had been a Thrivent client for 15 years – I can remember sitting in a meeting with her and her Financial Advisor when I was just a teenager. The financial principles and advice that she was receiving made sense to me, and I knew that I also wanted to work with a Financial Advisor. So, once I began earning an income, I began my personal investment journey as well. Throughout the years of working with that same Financial Advisor, I was consistently impressed by the care and stewardship he showed toward our finances. We developed a relationship that made our meetings feel more like catching up with an old friend, rather than working through a series of transactions or just taking care of business.


After years of being in the client’s seat, I had become increasingly drawn to the privilege and duty that a Financial Advisor has to help people create and leave a legacy. When I hit a fork in my professional journey, it made it that much easier to jump into the role of Financial Advisor and continue that tradition of stewardship, care, and dedication to the financial future of those around me. Now the same Financial Advisor who gave me financial advice for all those years is giving me professional advice. He is mentoring and coaching me into this career as I aspire to make my clients feel the way I have in my work with him.


When I am not working with clients, I enjoy being a car nerd, smoking good cigars, playing Texas Hold ‘Em, and savoring a glass of fine whiskey. I also enjoy attending live musical performances that include anything from a metal band to a touring musical. 

My qualifications
  • Series 7 - General Securities Representative
  • Securities Industry Essentials
My state licenses
  • Arizona
  • California(Insurance Lic. #4301676)
  • Hawaii
  • Idaho
  • Illinois
  • Nevada
  • Ohio
  • Texas
  • Washington
Office location
Lakewood Location
4010 Watson Plaza Dr Ste. 270
Lakewood, CA 90712
Phone562-981-1358Hours
M – F: 9 a.m. – 5 p.m.
Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.

Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.

Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations