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Disclosures and Conflicts of Interest

  • Most assets with Koda Wealth Management are with Charles Schwab as custodian.  Click here for Schwab.com

  • SIMPLE IRA and 529 Plans are typically held at Capital Group (American Funds).  Click here for AmFunds

More about Us

Koda Wealth Management LLC is a Registered Investment Advisory firm.  The term “investment adviser” is a legal term that refers to an individual or company that’s registered as such with either the Securities and Exchange Commission (SEC) or a state securities regulator.  Koda is currently registered with the State of Texas.

Disclosure 1

Brendan Messenger is part owner of Koda Insurance Group located in Abilene, Texas.  Koda Insurance sells  fixed insurance products such as home, auto, life, medicare, and commercial insurances.  He receives compensation from this endeavor.

Koda Wealth Management LLC charges fees for services, such as managing assets or providing financial planning for any number of events (retirement, budgeting, debt reduction, and the like). 

Disclosure 2

Contact

2658 Industrial Blvd

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Tel: (325) 695-9999

 

brendan@kodawealth.com​

© 2023 by Koda Wealth Management LLC, A Registered Investment Advisor with the State of Texas.

 

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