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).

Current Firm Details
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Cole Investment Advisors, Inc.
Showing 1 - 1 of 1 top financial advisors.
Jeffrey S. Cole
CRD#: 4621290
2401 West Centre Avenue, Portage, MI 49024

Jeffrey Cole (CRD# 4621290) is an Investment Advisor Representative working at Cole Investment Advisors, Inc. in Portage, MI and has over 16 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.

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