Thomas Cole, financial advisor Ada MI

Thomas Cole

CRD Number: 6904781
Current Firm: Usa Financial Securities Corporation

Thomas Cole (CRD# 6904781) is an Investment Advisor Representative working at Usa Financial Securities Corporation in Ada, MI and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Usa Financial Ada, MI Aug 2021 - Current 1
Infinex Investments, Inc. Meriden, CT Dec 2019 - Aug 2021 1
Flagstar Bank Grand Rapids, MI Aug 2019 - Aug 2021 2
Principal Life Insurance Company Lansing, MI Jul 2019 - Aug 2019 < 1
Principal Securities Incorporated Lansing, MI Jul 2019 - Aug 2019 < 1
The Centennial Group Lansing, MI Apr 2019 - Jul 2019 < 1
Cottingham & Butler Dubuque, IA Nov 2016 - Mar 2019 2
Universidad Europea Madrid, Oct 2016 - Oct 2017 1
Kalamazoo College Kalamazoo, MI Jul 2015 - Oct 2016 1
Kalamazoo Public Schools Kalamazoo, MI Jan 2015 - Oct 2016 1
Pro Clean Car Wash Dubuque, IA Jan 2014 - Jul 2015 1
Loras College Dubuque, IA Jul 2009 - Jul 2015 6
Dubuque Public Schools Dubuque, IA Jan 2012 - Jan 2014 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2019
Contact Info for Thomas Cole
Phone Number: 888-407-8198
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    225
    MILLIONS
  • Total Number of Accounts
    4,304
    ACCOUNTS
  • Average Account Value
    $52,232
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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