Wealth Management
Discover personal service and professional financial advice with Azura Wealth Management.
A Partner For Tomorrow, Today!
Where do you see yourself in 5, 10 or even 20 years? Do your financial plans align with those goals? Discover personal service and professional financial advice with Azura Wealth Management.
Our Wealth Management team are dedicated professionals carefully selected and trained to specifically serve credit union members. We have the knowledge and experience, as well as the services and products you seek to protect and manage your financial future.
Azura Wealth Management provides access to a variety of insurance and investment options. Our professionals can build a customized package of preservation and asset accumulation products that can help you work towards your personal financial objectives, whether those involve saving for a home, funding a college education, or planning a comfortable retirement.
Wealth Management
- Comprehensive analysis and financial planning
- Retirement and estate transfer planning
- Legacy planning**
- Executive services
Retirement Services
- Transition Assistance
- Rollover Services*
- Individual Retirement Accounts (IRAs)
- Business Retirement Accounts
Financial Management
- Developing achievable goals
- Creating a savings and investment plan
- Preserving a financial future
- Building a nest egg
- Managing wealth
- Creating income from assets
Insurance Services
- Disability Income
- Life
- Long-Term Care
Education Planning & Funding
- Planning assistance
- Education savings accounts
Cody Fredrickson, RICP
Retirement Income Certified Professional
Cody Fredrickson is a dedicated career professional carefully selected and trained to serve credit union members. Born and raised in the Kansas City area, Cody has a genuine love for the Midwest and everything it has to offer.
After graduating from the University of Missouri in 1994, Cody began his career of helping people pursue their financial goals. In 2014, he received The American College’s Retirement Income Certified Professional (RICP) designation which recognizes an individual’s commitment to continuing education in the area of retirement planning.
Outside of the office, Cody is active in his church and community and is a member of the Downtown Topeka Rotary Club. He and his wife, Alisha, have two children. They enjoy traveling and Chiefs games.
Schedule a no-cost, no-obligation appointment to discuss your individual needs and financial goals; large and small are welcomed. You can call Cody at 785-295-9255 or submit an appointment request.
FINRA's BrokerCheck: Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
.jpg)
Guided Wealth Portfolios
Easy online investing with the guidance of a financial advisor.
A new, innovative way to invest for your future with a low starting minimum and low-cost, exchange-traded funds (ETFs) from your trusted partners at Azura Wealth Management.
January 28, 2025
Women and Investing Webinar
February 18, 2025
Social Security and Your Retirement
February 25, 2025
The Three Transitions to Retirement
March 11, 2025
Understanding Your Rollover Options
March 18, 2025
Understanding Medicare
Prior to requesting a rollover from your employer sponsored retirement account to an Individual Retirement Account (IRA), you should consider whether the rollover is suitable for you. There may be important differences in features, costs, services, withdrawal options and other important aspects between your employer sponsored retirement account and an IRA.
**Representatives are not attorneys. For legal questions, including discussions of trust and estate planning, please seek appropriate legal counsel.
Legal Disclosures
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Azura Credit Union and Azura Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Azura Wealth Management, and may also be employees of Azura Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Azura Credit Union and Azura Wealth Management. Securities and insurance offered through LPL or its affiliates are:
Your Credit Union provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.