With a broad range of experience from banking and lending to higher education, Cole partners with Kiel to provide personalized, holistic goals-based financial guidance in every client interaction.
Cole earned a Master of Business Administration with a concentration in Finance from Marylhurst University outside of Portland, Oregon, and Bachelor of Science in Business Administration from Peru State College. He currently holds Series 7 and 66 securities licenses as well as Life, Health and Annuity Insurance licenses. He earned his CFP® certification in 2021. Cole has been a member of the Business Faculty at Peru State College since 2017, teaching courses in business communication, financial planning & investments. He is the current President of the Nebraska City Rotary Club, a member of Leadership Nebraska City Class 17 and a former member of the Nebraska City Tourism and Commerce Board of Directors.
Cole and Amanda live in Nebraska City, sharing their love of music, coffee, and travel with beloved rescue pups Tilly and Daisy.
BluePrint Financial Planning
1720 S 11th ST // Nebraska City, NE 68410
BluePrint Financial Planning is not a registered broker/dealer and is independent of Raymond James Financial Services. Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC . Investment Advisory services offered through Raymond James Financial Services Advisors, Inc.
CFP® | Certified Financial Planner™ | Certified Financial Planner Board of Standards, Inc., owns the certification marks above, which it awards to individuals who successfully complete initial and ongoing certification requirements.
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.