Cole Lyon (CRD# 7337450) is an Investment Advisor Representative working at B.o.s.s. Retirement Advisors, LLC in South Jordan, UT and has over 3 years of experience in the finance industry.
CRD# 1473328
Brookstone Capital Management LLC
CRD# 6515855
Ignite Planners LLC
CRD# 6792902
Coign Capital Advisors LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Boss Retirement Advisors, LLC | Lehi, UT | Aug 2021 - Current | 2 |
| Incline Investment Advisors, LLC | Incline Village, NV | Mar 2021 - Aug 2021 | < 1 |
| Incline Investment Management | Incline Village, NV | Sep 2020 - Aug 2021 | < 1 |
| Hyatt Hotels Corporations | Incline Village, NV | Jun 2018 - Feb 2021 | 2 |
| Sierra Nevada University | Incline Village, NV | Sep 2016 - Jun 2020 | 3 |
| Sierra Nevada University | Incline Village, NV | Sep 2018 - Apr 2020 | 1 |
| Camp Richardson Resort | South Lake Tahoe, NV | Jun 2017 - Sep 2017 | < 1 |
| Camp Richardson Resort | South Lake Tahoe, NV | Jun 2016 - Sep 2016 | < 1 |
| Unemployed | South Lake Tahoe, NV | Jan 2016 - Jun 2016 | < 1 |
| South Tahoe High School / Middle School | South Lake Tahoe, NV | Feb 2011 - Jan 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2021 |
- UT
-
Total Assets Under Management764MILLIONS
-
Total Number of Accounts6,227ACCOUNTS
-
Average Account Value$122,687
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
AZ, CA, FL, HI, ID, NE, NH, NV, OR, SC, TX, UT, WA, WY
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.