Cole Closser is a registered investment advisor, based in Gainesville, FL, with 3 years of industry experience. Cole is also registered as a broker, so some compensation may come from commissions on products sold.
Location
Gainesville, FL
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Regulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Investment Planners, INC.Broker
November 2025 - Present · 11 mos
Ipi Wealth Management, INC.
April 2025 - Present · 1 yr 6 mos
Previous Registrations
Metlife Investors Distribution CompanyBroker
September 2013 - June 2015 · 1 yr 9 mos
State Registrations33 states
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AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.
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