Timothy Allen Cole
Investment adviser representative at Silicon Valley Retirement Services, LLC
16 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.4BFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Pension consulting
Experience
16 years in the industry.
- Onedigital Investment Advisors LLCFeb 2026 to now
- Silicon Valley Retirement Services, LLCMay 2010 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 66 · Uniform Combined State Law2001
State registrations
Registered as an investment adviser representative in 1 state (CA).
Silicon Valley Retirement Services, LLC
$1.4BAssets managed
50Clients
2Advisers
16 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
- 2572823
- Firm CRD
- 154756