Benjamin James Cole
Investment adviser representative at Bco Wealth Management, LLC
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$359.8MFirm 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 assetsFixed 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
10 years in the industry.
- Bco Wealth Management, LLCMay 2025 to now
- Lincoln InvestmentMay 2025 to now
- Cetera Advisors LLCJul 2023 to May 2025
- Pennington, Bass 7 AssociatesJul 2023 to May 2025
- University of New MexicoAug 2020 to Jul 2023
- Riverside Golf CourseJun 2020 to Jan 2021
- Carlsbad High SchoolJan 2016 to May 2020
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
State registrations
Registered as an investment adviser representative in 2 states (NM, TX).
Bco Wealth Management, LLC
$359.8MAssets managed
552Clients
4Advisers
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
- 7788600
- Firm CRD
- 322276