Cole Petersen excels in seamlessly merging financial planning with portfolio management to help clients build a holistic financial perspective. His mission is to create personalized solutions that not only align with clients’ financial life goals but also inspire their enthusiastic implementation.
With an extensive background in financial services, Cole served as a dedicated financial advisor at Edward Jones where he honed his skills in crafting tailored financial solutions. Prior to this, he held pivotal roles on the corporate side at DaVita specializing in comprehensive financial analysis and reporting. In 2023 he made the strategic move to Wedbush, aiming to further enhance his robust client relationships and provide invaluable financial guidance throughout the various stages of their lives. Cole firmly believes that Wedbush’s experienced team and resources create the ideal environment to turn his vision into reality for both current and future clients.
Originally from Atlantic, IA, Cole has been a proud Denver, CO resident for nearly a decade. Beyond his financial expertise, his life is enriched by his young daughter, Lotti, who loves swimming, art, and outdoor play. An avid outdoor enthusiast himself, Cole enjoys activities like snowboarding and hiking. His passion for sports has been a lifelong pursuit, and he also finds joy in music, concerts, comedy, and quality time with friends and family.
Wedbush NEXT is a mobile application designed to give clients more flexibility in how to track, manage, and help grow their finances.
With Wedbush NEXT clients can:
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Since our founding in 1955, Wedbush has been a leader in the financial services industry providing our clients, both private and institutional, with a wide range of securities brokerage, wealth management, and investment banking services; Headquartered in Los Angeles, California with 100 registered offices and nearly 900 colleagues, the firm focuses on client service and financial safety, innovation, and the utilization of advanced technology.
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Wedbush is an affiliate of Qapital, a fintech company. Advisory services associated with Wedbush Next Powered by Qapital are provided by Qapital Invest, LLC (“Qapital Invest”) an SEC-registered investment advisor and affiliate of Wedbush. Sales representatives associated with Wedbush Securities Inc. may receive compensation for referrals to Qapital and/or Qapital Invest.
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Fixed income securities are subject to increased loss of principal during periods of rising interest rates and are subject to various other risks including changes in credit quality, market valuations, liquidity, prepayments, early redemption, corporate events, tax ramifications, and other factors. Investors should consider carefully information contained in the prospectus, including investment objectives, risks, charges, and expenses. You can request a prospectus by contacting your Wedbush Financial Advisor and/or Registered Representative. Past performance is never a guarantee of future returns.
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