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Investment Services
Our Team | Our Process | Partnerships | Brokerage Account Sign In | Managed Account/UMA Sign In | Wealth Check
To schedule a complimentary consultation click here.
Our Team
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Cody Flatt, Vice President of Wealth Management (563) 459-6937 |
As your financial needs change throughout your life, it is important to find a trusted partner to help you in the development, implementation, and consistent review of a financial plan that helps you meet your goals and objectives. Cody Flatt specializes in helping members prioritize their financial ambitions and providing a roadmap to pursue those ambitions.
Upon completion of his degree in Business from St. Ambrose University, Cody began his career at Edward Jones Investments as an Investment Representative. He joined Deere Employees Credit Union Investment and Retirement Services in 2006 as a Financial Advisor. In April, 2010, he became the Vice President of Wealth Management for Ascentra Credit Union.
The Ascentra Retirement and Investment Services program is considered a resource of Ascentra Credit Union to provide financial planning services. Cody has been recognized by colleagues for his holistic approach to financial planning. In 2011, he received the President’s Award from US Advisors Network for his commitment to acting in the best interest of Ascentra Credit Union, the membership, and a commitment to comprehensive financial planning.
Cody and his wife Lynn reside in Davenport with their son Jack. In his time away from office he enjoys spending time with his family and is an avid golfer.
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Stephanie Overstake, Ascentra Retirement & (563) 459-6916 |
Stephanie Overstake, Ascentra Retirement & Investment Services Coordinator, has been with our organization since 2007. She provides administrative support for Ascentra Retirement & Investment Services, and assists with marketing and promotions specific to her department. Stephanie is also an Individual Retirement Account (IRA) Specialist and an Individual Development Account (IDA) Savings Coach for the credit union. She helps members and credit union staff with IRA and IDA questions concerning program requirements, processes, and reporting.
Our Process
For more information on our process.
Partnerships
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Securities America, based in Omaha, Nebraska, was founded in 1984 and we celebrated 25 years of Innovation, Leadership and Independence in 2009! Today we are one of the nation's largest and most successful independent general securities broker/dealers, in part because of the wide range of investment products and services available to our representatives. |
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Ascentra Retirement & Investment Services (ARIS), through our partnership with Securities America, Inc., have access to Premier Trust, a company that specializes in trust management. Premier Trust can act as a trustee or co-trustee after a life event occurs, such as death or disability. They administer the terms of a trust originally established with an estate planning attorney. By setting up a trust and having it administered by ARIS and Premier Trust, you can be sure your money will be invested wisely and handled in the way you intended. To see if trust services are right for your financial situation, please contact Cody Flatt, Vice President of Wealth Management, at 563-459-6937. |
Brokerage Account Sign In
- Click and sign-in to view your current balances, place trades in your account, or download current statements and tax documents.
Managed Account/UMA Sign In
- Click and sign-in to view your current balances, or download current statements and tax documents.
Wealth Check
- If you are an existing ARIS client please click and sign in to view your account, if not, please click to learn about the benefits of account aggregation and it how it can simplify your life.
