Cole Kelly
Cole Kelly is a registered investment advisor at Cetera Investment Advisers LLC, based in Chanhassen, MN, with 24 years of industry experience. Cole operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
Chanhassen, MN
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Cole sells fixed insurance products, including life, health, disability, annuities, and long-term care, through Coach Cole Financial Services LLC, which is a DBA for his broker-dealer business, taking nearly full-time hours. Cole also serves on the finance committee for Love Inc, dedicating minimal time.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
State Registrations8 states
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