Cole Milton (CRD# 7805997) is an Investment Advisor Representative working at Edward Jones in De Pere, WI and has 1 year of experience in the finance industry.
CRD# 5602971
Gateway Wealth Partners, LLC
CRD# 4661784
Gateway Wealth Partners, LLC
CRD# 6226751
Verus Wealth Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Edward Jones | St. Louis, MO | Sep 2023 - Current | < 1 |
| Wild Tomato | Sister Bay, WI | May 2022 - Current | 2 |
| Midwest Installation Services | Green Bay, WI | Jan 2023 - May 2023 | < 1 |
| Wisconsin Athletics | Madison, WI | Apr 2021 - Jul 2022 | 1 |
| The Riverside Company | Virtual, NY | Jan 2022 - May 2022 | < 1 |
| Luminii | Niles, IL | May 2021 - Jul 2021 | < 1 |
| Ft College Student | Madison, WI | Sep 2020 - Apr 2021 | < 1 |
| Wild Tomato | Sister Bay, WI | May 2020 - Sep 2020 | < 1 |
| Ft College Student | Madison, WI | Aug 2019 - May 2020 | < 1 |
| Green Bay Public School District | Green Bay, WI | Dec 2018 - Sep 2019 | < 1 |
| National Commercial Installation Services | Green Bay, WI | May 2019 - Aug 2019 | < 1 |
| Ft College Student | Madison, WI | Aug 2018 - May 2019 | < 1 |
| Full-time Education | Green Bay, WI | Sep 2017 - May 2018 | < 1 |
| Kohls | Green Bay, WI | Dec 2016 - Sep 2017 | < 1 |
| Festival Foods | Green Bay, WI | Aug 2015 - Sep 2016 | 1 |
| Unemployed | Green Bay, WI | Sep 2013 - Aug 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2023 |
- TX
- WI
-
Total Assets Under Management692,248MILLIONS
-
Total Number of Accounts4,749,388ACCOUNTS
-
Average Account Value$145,755
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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