Martin Taylor Cole
Investment adviser representative at Cole Wealth Management, LLC
34 yearsExperience
2 statesRegistered in
ChFC®, CFP® certificationDesignations
$181.1MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
34 years in the industry.
- Cole Wealth Management, LLCMar 2005 to now
- Ids Life Insurance CompanyMay 1992 to now
- Walt Disney WorldFeb 1992 to now
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 2 states (AZ, TX).
Cole Wealth Management, LLC
$181.1MAssets managed
281Clients
4Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2245650
- Firm CRD
- 134509