Cole Cox
Investment adviser representative at Wells Fargo Advisors
14 yearsExperience
1 stateRegistered in
$252.3BFirm assets
26 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 assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
14 years in the industry.
- Wells Fargo Advisors Financial Network, LLCMar 2023 to now
- Peoria Christian SchoolDec 2022 to Mar 2023
- Morgan StanleyJun 2022 to Jul 2022
- Mt HawleyMar 2022 to Dec 2022
- Mt HawleyMar 2021 to Dec 2021
- The Spot CoffeeNov 2020 to Feb 2021
- Mt HawleyMar 2020 to Dec 2020
- Mt HawleyMar 2019 to Dec 2019
- The Spot CoffeeOct 2018 to Jun 2019
- UnemployedJan 2012 to Sep 2018
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (IL).
Wells Fargo Advisors
Legal name: Wells Fargo Advisors Financial Network, LLC
$252.3BAssets managed
466,575Clients
3,612Advisers
26 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
- 7514576
- Firm CRD
- 11025