Cole Thompson (CRD# 7668347) is an Investment Advisor Representative working at Karel Capital, Inc. in Spokane, WA and has 1 year of experience in the finance industry.
CRD# 5438563
Wyatt Wealth Management
CRD# 6577036
Bormann Wealth Management, LLC
CRD# 7053502
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Karel Capital Inc. | Spokane, WA | May 2022 - Current | 1 |
| Solgen Power | Spokane, WA | Mar 2022 - May 2022 | < 1 |
| St. Aloysius Gonzaga Catholic School | Spokane, WA | Jan 2022 - Apr 2022 | < 1 |
| University Of Idaho | Moscow, ID | Aug 2019 - Dec 2021 | 2 |
| Pizza Hut | Spokane, WA | Mar 2020 - Aug 2021 | 1 |
| Pizza Hut | Moscow, ID | Oct 2019 - Mar 2020 | < 1 |
| Ymca Camp Reed | Spokane, WA | Jun 2019 - Aug 2019 | < 1 |
| Western Washington University | Bellingham, WA | Sep 2016 - Jun 2019 | 2 |
| Pita Pit | Bellingham, WA | Aug 2018 - Dec 2018 | < 1 |
| Ymca Camp Reed | Spokane, WA | Jun 2018 - Aug 2018 | < 1 |
| Ymca Camp Reed | Spokane, WA | Jun 2017 - Aug 2017 | < 1 |
| Ymca Camp Reed | Spokane, WA | Jun 2016 - Aug 2016 | < 1 |
| Gonzaga Preparatory High School | Spokane, WA | Aug 2012 - Jun 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2022 |
- WA
-
Total Assets Under Management82MILLIONS
-
Total Number of Accounts116ACCOUNTS
-
Average Account Value$705,258
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
CA, WA
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