Cole Investment Advisors, Inc.
Cole Investment Advisors, Inc. (CRD# 124264) is a financial advisory firm headquartered in Portage, MI. They manage $4,507,458 in 12 accounts and serve the financial needs of clients across 1 states (or territories).
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Total Assets Under Management5MILLION
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Total Number of Accounts12ACCOUNTS
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Average Account Value$375,622
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Other
MI
Jeffrey Cole (CRD# 4621290) is an Investment Advisor Representative working at Cole Investment Advisors, Inc. in Portage, MI and has over 22 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.