Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cole? Claim Your ProfileCole Kershner is an investment advisor representative registered with 49 Financial. Cole is licensed in Texas. Cole is a registered investment advisor with a focus on providing financial planning and portfolio management services. Cole's experience includes previous roles at Aquila Commercial and Upmerch. Cole also has a background in coaching water polo for Longhorn Aquatics.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
TX
08/06/2024 - Present
49 Financial (AUSTIN TX)
IA
Issued 08/03/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Cole Kershner is the right advisor for you? Invested Better is here to help.
