Cole Schelbert, financial advisor Federal Way WA

Cole Schelbert

CRD Number: 7444606
Current Firm: 180 Wealth Advisors, LLC

Cole Schelbert (CRD# 7444606) is an Investment Advisor Representative working at 180 Wealth Advisors, LLC in Federal Way, WA and has over 2 years of experience in the finance industry.

Similar Advisors
Eric Maclean, ChFC®, CLU®, AIF®, financial advisor Federal Way WA
Eric S. Maclean, ChFC®, CLU®, AIF®
CRD# 5925615
Securities America Advisors, Inc.
Similar Advisors
Angela Jolley, financial advisor Federal Way WA
Angela M. Jolley
CRD# 4337938
Aspire Capital Advisors LLC
Similar Advisors
Nina Abelman, financial advisor Federal Way WA
Nina L. Abelman
CRD# 1424055
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name Location Dates Years
180 Wealth Advisors, LLC Federal Way, WA Nov 2021 - Current 2
Lanway Homes Tacoma, WA May 2020 - Oct 2021 1
Unemployed Tacoma, WA Jan 2020 - Apr 2020 < 1
City Of Fife Fife, WA Jun 2019 - Dec 2019 < 1
Lanway Homes Tacoma, WA Nov 2017 - Jun 2019 1
St. Patricks School Tacoma, WA Jan 2001 - Oct 2017 16
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Nov 2021
Contact Info for Cole F. Schelbert
Phone Number: (253) 394-0720
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    853
    MILLIONS
  • Total Number of Accounts
    2,800
    ACCOUNTS
  • Average Account Value
    $304,643
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
Types of Clients
Registered States

AK, AR, AZ, CA, CO, FL, GA, HI, ID, IL, LA, MA, MD, NC, NH, NJ, NM, OR, SC, TX, VA, WA

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.