Cole Alexander Christopherson
Investment adviser representative at Cetera Investment Advisers LLC
12 yearsExperience
2 statesRegistered in
CFADesignation
$256.8BFirm 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
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Cetera Investment Advisers LLCMar 2024 to now
- Prosperity Advisors LLCJan 2020 to now
- Cetera Advisors LLCFeb 2018 to now
- Upwork, Inc.Feb 2023 to May 2025
- Comprehensive Retirement Solutions (crs)Mar 2022 to Feb 2023
- State Street BankJun 2017 to Dec 2017
- Cetera Advisors LLCJul 2016 to Jun 2017
- Prosperity Network of AdvisorsJun 2014 to Jun 2017
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
State registrations
Registered as an investment adviser representative in 2 states (KS, MO).
Cetera Investment Advisers LLC
$256.8BAssets managed
813,961Clients
10,109Advisers
42 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
- 6353137
- Firm CRD
- 105644