Cole Newcomer, financial advisor Denver CO
90 score

Cole Newcomer

CRD Number: 5948339
Current Firm: Lotusgroup Advisors

Cole Newcomer (CRD# 5948339) is an Investment Advisor Representative working at Lotusgroup Advisors in Denver, CO and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Martorello Money Management Denver, CO Oct 2015 - Current 1
Bank Of America, N.a. Greenwood Village, CO Dec 2011 - Oct 2015 3
Merrill Lynch, Pierce, Fenner & Smith Incorporated Englewood, CO Jun 2011 - Oct 2015 4
Swan Energy Englewood, CO Apr 2011 - Jun 2011 < 1
Unemployment Quincy, IL Jan 2011 - Apr 2011 < 1
U.s. Cellular Quincy, Normal, Galena, IL May 2005 - Jan 2011 5
Isu-illinois State University Normal, IL Jan 2007 - Dec 2009 2
Heartland Community College Normal, IL Aug 2006 - Jan 2007 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2011
Contact Info for Cole Newcomer
Phone Number: 720-633-9059
Registered State(s):
  • CA
  • CO
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
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


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Clean Record
This advisor has a clean track record with regulators.

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