Advisor at Cole Financial Advisors, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Cole Financial Advisors, Inc.
Location
Provo, UT 84604
Credentials
CFP®, Series 66
Industry experience
14 years
Christopher Cole is a CFP® with 14 years of industry experience. He is the principal at Cole Financial Advisors, Inc. in Provo, UT, where he has worked since 2023, following an 11-year tenure at Cetera Advisor Networks LLC. Cole is also a licensed mortgage loan officer with Innovative Mortgage Alliance. Cole Financial Advisors, Inc. provides portfolio management and pension consulting primarily for pension and employee benefit plans and other institutional vehicles. The firm employs a model-driven, committee-governed investment process and offers discretionary portfolio management alongside a Strategic Wealth Management platform for individually managed accounts.
$0 - $500,000: 1.10% $500,001 - $1,000,000: 1.00% $1,000,001 - $2,500,000: 0.90% $2,500,001 - $5,000,000: 0.80% $5,000,001+: 0.60%
Registered representatives receive commissions from sale of securities and insurance products; commissions are not primary source of compensation.
3355 N. University Ave., Ste. 150
Provo, UT 84604
Arizona · Iowa · Utah
Cole Financial Advisors, Inc.
2023 - Present (3 years)
LPL Financial
2023 - Present (3 years)
Cetera Advisor Networks LLC
2012 - 2023 (11 years)
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Is active or affiliated with:
Insurance agent
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Is not active or affiliated with:
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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