Unclaimed
Cole Alexander Christopherson is a financial advisor with over 10 years of experience in the industry. Cole is currently registered with Cetera Investment Advisers LLC in Kansas and Missouri. Cole is a Chartered Financial Analyst (CFA). Cole's current practice focuses on providing investment advice, financial planning, and portfolio management services for a range of clients, including individuals, corporations, and charitable organizations. Cole previously worked at Cetera Advisors LLC and Prosperity Network of Advisors. Cole is committed to providing personalized financial advice and helping clients achieve their financial goals.
10955 LOWELL AVE STE 900, 910, 920, 100, and 200
OVERLAND PARK, KS 66210
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
KS
03/21/2024 - Present
Cetera Investment Advisers LLC (OVERLAND PARK KS)
KS
08/09/2016 - 07/03/2017
CETERA ADVISORS LLC (OVERLAND PARK KS)
BC
Issued 10/18/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/9/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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