Cole Kershner
Investment adviser representative at 49 Financial
24 yearsExperience
1 stateRegistered in
$1.4BFirm assets
4 yearsFirm in business
Are you Cole Kershner? Claim your profile
Contact this firm
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
Experience
24 years in the industry.
- 49 FinancialAug 2024 to now
- Aquila CommercialMay 2023 to Aug 2023
- UpmerchAug 2022 to May 2023
- Chapman UniversityFeb 2021 to May 2024
- UnemployedOct 2020 to Feb 2021
- Kershner TradingApr 2020 to Oct 2020
- City of AustinMay 2017 to Aug 2017
- UnemployedDec 2002 to May 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (TX).
49 Financial
Legal name: 49 Wealth Management, LLC
$1.4BAssets managed
3,839Clients
141Advisers
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
- 7968372
- Firm CRD
- 319484