Kole Denning Cook
Investment adviser representative at Bridgeport Financial Solutions
10 yearsExperience
1 stateRegistered in
$1BFirm assets
3 yearsFirm 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 assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Market timing
- Seminars and workshops
Experience
10 years in the industry.
- Bridgeport Financial SolutionsNov 2024 to now
- Bap HoldingMay 2020 to Nov 2024
- StudentJan 2016 to May 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (CA).
Bridgeport Financial Solutions
Legal name: Bridgeport Financial Solutions LLC
$1BAssets managed
920Clients
13Advisers
3 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
- 7258321
- Firm CRD
- 325485