Zachary Cole (CRD# 7476071) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Springfield, MO and has 1 year of experience in the finance industry.
CRD# 5600823
Ameriprise Financial Services, LLC
CRD# 1351311
Edward Jones
CRD# 2020476
Pension Consultants Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| U.s. Bancorp Investments, Inc. | Springfield, MO | Dec 2021 - Current | 2 |
| Bkd Wealth Advisors | Springfield, MO | Aug 2021 - Nov 2021 | < 1 |
| Missouri State University | Springfield, MO | Jun 2020 - Aug 2021 | 1 |
| Ozarks Technical Community College | Springfield, MO | Aug 2016 - Jun 2020 | 3 |
| Dillard's | Springfield, MO | Aug 2015 - Aug 2016 | 1 |
| Unemployed | Springfield, MO | May 2015 - Aug 2015 | < 1 |
| Glendale High School | Springfield, MO | Aug 2011 - May 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2022 |
- MO
-
Total Assets Under Management13,392MILLIONS
-
Total Number of Accounts57,394ACCOUNTS
-
Average Account Value$233,336
- 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
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
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, VT, WA, WI, WV, WY
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