Cole Franz Schelbert
Investment adviser representative at 180 Wealth Advisors, LLC
25 yearsExperience
1 stateRegistered in
$1.4BFirm assets
9 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
25 years in the industry.
- 180 Wealth Advisors, LLCNov 2021 to now
- Lanway HomesMay 2020 to Oct 2021
- UnemployedJan 2020 to Apr 2020
- City of FifeJun 2019 to Dec 2019
- Lanway HomesNov 2017 to Jun 2019
- St. Patricks SchoolJan 2001 to Oct 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (WA).
180 Wealth Advisors, LLC
$1.4BAssets managed
1,350Clients
6Advisers
9 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
- 7444606
- Firm CRD
- 284921