Cole
Mills

Waddell & Reed

CRD#4278314
Investment Advisor
in Portland, OR
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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

Series 63, Series 65, Certified Financial Planner

Years of Experience

17 years

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees

Disclosures

No

Office Location

825 Ne Multnomah St Ste 1120
Portland, OR 97232-2270

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Waddell & Reed Brokerage Details

Total Assets Under Management

$21,207,078,630

OR Average: $2,243,162,756
Total Number of Employees

1,700

OR Average: 44
Total Number of Accounts

169,956

OR Average: 4,091
Average Account Size

$124,780

OR Average: $548,316

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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.

2017 - Present (2 years)

All Hands Raised

2017 - Present (2 years)

Bridgetown Wealth Management (Dba)

2015 - Present (4 years)

Rotary Club Of Portland

2014 - Present (5 years)

M & J Group

2013 - Present (6 years)

Disjecta Contemporary Art Center Of Portland

2002 - Present (17 years)

Various Insurance Carriers For W & R Insurance Agencies

2001 - Present (18 years)

Waddell & Reed, Inc

Disclosures

Cole Mills has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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