Cole Investment Advisors, Inc.
Cole Investment Advisors, Inc. (CRD# 124264) is a financial advisory firm headquartered in Portage, MI. They manage $41,480,211 in 43 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management41MILLION
Total Number of Accounts43ACCOUNTS
Average Account Value$964,656
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
Jeffrey Cole (CRD# 4621290) is an Investment Advisor Representative working at Cole Investment Advisors, Inc. in Portage, MI and has over 15 years of experience in the finance industry. Jeffrey Cole has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.