Michael Alexander Cole
Investment adviser representative at Advantage Investment Management
8 yearsExperience
1 stateRegistered in
$215.4MFirm assets
4 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
8 years in the industry.
- Advantage Investment ManagementMar 2021 to now
- Benchmark InvestmentsApr 2021 to Feb 2022
- Fidelity InvestmentJun 2020 to Mar 2021
- Enterprise Rent-a-carMar 2020 to Apr 2020
- Jefferson County Public SchoolsAug 2019 to Jan 2020
- University of LouisvilleAug 2019 to Jan 2020
- Anderson CommunitiesMay 2018 to Aug 2018
- University of KentuckyAug 2016 to May 2019
- Wendy'sJun 2014 to Jan 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (KY).
Advantage Investment Management
Legal name: Garton and Associates Financial Advisors LLC
$215.4MAssets managed
369Clients
5Advisers
4 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
- 7270084
- Firm CRD
- 146493