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Codrea Financial Services Employee Directory

Financial ServicesOhio, United States2-10 Employees

Codrea Financial Services is a small financial services firm based in Westerville, Ohio. It operates as a financial advisor affiliated with LPL Financial, providing access to a broad range of financial products through that relationship. The firm delivers comprehensive financial planning that is tailored to each client's personal and financial situation.

The planning process is collaborative and ongoing, with the advisor maintaining open communication and meeting clients regularly to track progress toward their goals. Securities are offered through LPL Financial (Member SIPC), and investment advice is provided through Private Advisor Group, a registered investment advisor. Private Advisor Group and Codrea Financial Services are separate entities from LPL Financial.

Find Codrea Financial Services employees' phone numbers or email addresses

Codrea Financial Services Global Highlights

Location
Employees

North America
3

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  • United States Of America
    3

Codrea Financial Services's Leadership

  • Stylized image of a person
    A. D.
    Executive Assistant
    Mobile Phone

Codrea Financial Services Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Community & Social Services
  • Other

Contact profiles from Codrea Financial Services

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    A. D.
    Executive Assistant
    Mobile Phone
    United StatesGeorgia
    Apr 16, 2026

Frequently Asked Questions

What is Codrea Financial Services known for?

Minus sign iconPlus sign iconCodrea Financial Services was founded in 2003 operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-614-452-****
. Explore Codrea Financial Services's company overview page for more information.

What is Codrea Financial Services's most common email format?

Minus sign iconPlus sign iconCodrea Financial Services employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Codrea Financial Services email formats with LeadIQ.

How many employees does Codrea Financial Services have currently?

Minus sign iconPlus sign iconCodrea Financial Services has approximately 4 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are Codrea Financial Services's key employees and leadership?

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As of August 2026, Codrea Financial Services's key employees include:

  • Executive Assistant: A. D.

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