Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Cole is a financial advisor with Salmon Bay Wealth Management, LLC. Steven has been in the industry for over 10 years and holds Series 63, 65, and 7 licenses. Steven is a registered investment advisor in Washington and is currently active in Idaho. Steven's firm offers financial planning, portfolio management for individuals and hourly, fixed and percentage of asset compensation arrangements. Steven has over 4.1 million dollars in assets under management. Steven's prior experience includes Moss Adams Securities & Insurance LLC, and Moss Adams Wealth Advisors LLC.
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.
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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ID
04/16/2014 - Present
Salmon BAY Wealth Management, LLC (COEUR D'ALENE ID)
WA
08/20/2008 - 11/17/2009
MOSS ADAMS SECURITIES & INSURANCE LLC (SEATTLE WA)
BC
Issued 05/07/2009
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 05/16/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/19/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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