Cole Petersen excels in seamlessly merging financial planning with portfolio management to provide clients with 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 exceptional 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
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:
- Open a Wedbush NEXT spend account
- Set and manage savings goals
- Access curated automated investing portfolios
To get started, use your mobile phone to scan the QR Code below. If you're already on your phone, just tap the Code!
