Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cole? Claim Your ProfileCole Daniel Kelly is a financial advisor currently registered with Cetera Investment Advisers LLC. Cole has been in the financial industry for over 20 years. Cole holds Series 7 and Series 66 licenses, as well as the SIE exam. Cole is also registered as an Investment Advisor Representative in Minnesota. In addition to his role with Cetera Investment Advisers LLC, Cole is also involved with Coach Cole Financial Services LLC, a DBA for his broker-dealer business, and Love Inc., where Cole serves on the finance committee. Cole has experience working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Cole provides financial planning, portfolio management, and educational seminars.
CHANHASSEN, MN
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.
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MN
06/29/2023 - Present
Cetera Investment Advisers LLC (CHANHASSEN MN)
BOTH
Issued 1/2/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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