Arthur
Cole
Cnd Financial
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About this Advisor
Arthur Cole is a personal financial specialist who works out of Livonia, Michigan with 13 years of industry experience. Cole currently works for Cnd Financial. Over the course of their career, Cole has held roles at Cole, Inc D/B/A Cole, Newton, & Duran, Strategic Investment Services, Inc, Executive Financial Securities, Inc Dba "Cnd Financial", Second Ebenezer Church and Mi Pharm. Cole has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Michigan. Cnd Financial is a registered investment firm operating out of Livonia, MI. It has just four financial advisors. It oversees $127 million in assets under management between its 206 client accounts, placing it among the mid-sized investment advisory firms in the nation by assets under management. Of its 206 customer accounts, 32% are associated with high-net-worth individuals who have at least $1 million in assets. Cnd Financial provides a set of services, such as financial planning services, portfolio management for individuals and small businesses and other services. Financial management fees depend on which service is provided. Fee types billed by Cnd Financial can be comprised of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cnd Financial Brokerage Details
$127,400,000
4
206
$618,447
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
Arthur Cole Work History
Arthur has been registered as a financial advisor for 13 years.*
Mi Pharm
Executive Financial Securities, Inc Dba "Cnd Financial"
Strategic Investment Services, Inc
Cole, Inc D/B/A Cole, Newton, & Duran
Second Ebenezer Church
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Arthur Cole to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Cnd Financial
Livonia, MI
Livonia, MI
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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