Cole Schieferle, financial advisor Visalia CA

Cole Schieferle

CRD Number: 6227645
Current Firm: Cws Asset Management

Cole Schieferle (CRD# 6227645) is an Investment Advisor Representative working at Cws Asset Management in Visalia, CA and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
Visalia Unified Visalia, CA Jan 1999 - Current 25
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination May 2013
Contact Info for Cole Schieferle
Phone Number: 559-936-7328
Registered State(s):
  • CA
Current Firm Details
Cws Asset Management
Firm's CRD Number: 168521
By the Numbers
  • Total Assets Under Management
    4
    MILLIONS
  • Total Number of Accounts
    13
    ACCOUNTS
  • Average Account Value
    $290,154
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
  • Other
Types of Clients
Registered States

CA

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