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Lindsey Marie Cole

Venture Forth Financial

Portland, OR

CRD 4081555

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Employer firm

Venture Forth Financial CRD 283315

$105M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

Current Employers
Venture Forth Financial

Portland, OR • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2022-03-14
OR RA APPROVED 2020-11-03
  • TX RA
    APPROVED_RES
    Since 2022-03-14
  • OR RA
    APPROVED
    Since 2020-11-03

Branch Locations

Portland, OR • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Venture Forth Financial Portland OR 06/2016 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-01-17
  • S65 Uniform Investment Adviser Law Examination
    2013-01-17
Other Names
  • Lindsey Marie Cole
  • Lindsey Cole

View on SEC IAPD

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