Cole Niklaus Frischman
Investment adviser representative at Strategic Wealth Partners, Ltd.
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.6BFirm 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
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Strategic Wealth Partners, Ltd.Jun 2026 to now
- CaptrustJun 2024 to May 2026
- Waldron Private WealthJun 2023 to Aug 2023
- Waldron Private WealthMay 2022 to Aug 2022
- The Pennsylvania State UniversityJun 2020 to May 2024
- Shady Side AcademyAug 2016 to May 2020
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (OH).
Strategic Wealth Partners, Ltd.
$1.6BAssets managed
3,674Clients
16Advisers
12 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
- 8297328
- Firm CRD
- 148586