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John Michael Cole

Financial Services OF America Advisors

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About John Michael Cole

John Michael Cole is an investment advisor representative with Financial Services Of America Advisors. John has been in the financial services industry for 12 years. John provides financial planning and investment advisory services to individuals and families. John is registered with the state of Michigan and is also registered with FINRA and the SEC. John is also a Series 6 and Series 63 licensed representative. John is committed to helping clients reach their financial goals.

Firm Information

John Cole is currently registered with Financial Services OF America Advisors. Financial Services of America Advisors, based in Troy, Michigan, is a registered investment advisor with over $396 million in regulatory assets under management. The firm provides financial planning and portfolio management services to individuals, including high-net-worth individuals. The firm has 22 licensed agents and 13 registered representatives.
Financial Services OF America Advisors

50 W BIG BEAVER RD SUITE 500

TROY, MI 48084

$396.18M

Assets Under Management

221

Total Clients

20

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Selection of other advisor fees

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John Cole’s Registration & Firm History

MI

09/01/2017 - Present

Financial Services OF America Advisors (TROY MI)

MI

07/11/2011 - 12/20/2022

INDEPENDENCE CAPITAL CO., INC. (WARREN MI)

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Licenses & Designations

IA

Issued 01/05/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/28/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/08/2011

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for John Michael Cole.
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