Cole Presley Thomas
Investment adviser representative at Stonebridge Financial Planning Group, LLC
9 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$329.7MFirm 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
- Seminars and workshops
Experience
9 years in the industry.
- Stonebridge Financial Planning Group, LLCMar 2024 to now
- Commonwealth Financial NetworkMar 2024 to Dec 2025
- Commonwealth Financial NetworkMar 2022 to Feb 2024
- Stonebridge Financial Planning Group, LLCApr 2021 to Feb 2024
- Triad Advisors LLCApr 2021 to Mar 2022
- CruDec 2015 to May 2021
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Stonebridge Financial Planning Group, LLC
$329.7MAssets managed
340Clients
5Advisers
8 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
- 7361015
- Firm CRD
- 154616