Lindsey Marie Cole
Investment adviser representative at Venture Forth Financial
10 yearsExperience
2 statesRegistered in
$105MFirm assets
Under 1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Venture Forth FinancialJun 2016 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 2 states (OR, TX).
Venture Forth Financial
Legal name: Venture Forth Financial, LLC
$105MAssets managed
70Clients
1Advisers
Under 1 yearIn 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
- 4081555
- Firm CRD
- 283315