Colton Loder

Employer firm

Cohalo CRD 297315

$1.35B regulatory AUM 3 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• SUB-ADVISORY SERVICES FOR OTHER ADVISERS, AS WELL AS NON-DISCRETIONARY CONSULTING TO INSTITUTIONS

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2017 → 05/2018
  Goldman Sachs
  Bellevue, WA
• 07/2014 → 06/2017
  Verus
  Seattle, WA
• 05/2018 → Present
  Cohalo
  Snoqualmie, WA

Exams

• S63 Uniform Securities Agent State Law Examination
  2017-09-22

Designations

• Chartered Financial Analyst

Other Names

• Colton Hansen Loder