Waddell & Reed
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About this Advisor
Cole Mills is a certified financial planner operating in Portland, Oregon, who has been in the financial industry for 17 years. Mills is an advisor for Waddell & Reed. Mills has gained experience at Waddell & Reed, Inc, Various Insurance Carriers For W & R Insurance Agencies, M & J Group, Disjecta Contemporary Art Center Of Portland, Rotary Club Of Portland, All Hands Raised and Bridgetown Wealth Management (Dba). Mills has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can serve investors in Arkansas, California, Colorado, Florida, Georgia, Idaho, Iowa, Maryland, Montana, Nevada, Ohio, Pennsylvania, Utah, Washington, Wisconsin, Washington, D.c., Indiana, Michigan, Missouri, Texas and Vermont. Waddell & Reed is an advisory company that has its headquarters in Portland, Oregon. It has offices in 357 locations and a total of 2,000 people on staff. It manages $22 billion in assets between its 153,672 accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm serves 74 charitable organizations. Of its 153,672 client accounts, just 1% belong to high-net-worth individuals who have more than $1 million in investable assets. Waddell & Reed performs a broad assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Fees for financial advisory services are based on the financial services provided. Fee types charged by Waddell & Reed likely consist of asset-based, fixed and other fees.
Certifications and Registrations
Years of Experience
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Waddell & Reed Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Cole Mills Work History
Cole has 17 years of experience.
All Hands Raised
Bridgetown Wealth Management (Dba)
Rotary Club Of Portland
M & J Group
Disjecta Contemporary Art Center Of Portland
Various Insurance Carriers For W & R Insurance Agencies
Waddell & Reed, Inc
Cole Mills has no disclosures.
Please visit their SEC profile for more details.