Michael Alexander Cole

Employer firm

Advantage Investment Management CRD 146493

$215M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Pension consulting

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

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

Current Employers

Employment History

• 08/2016 → 05/2019
  University Of Kentucky
  Lexington, KY
• 08/2019 → 01/2020
  University Of Louisville
  Louisville, KY
• 06/2020 → 03/2021
  Fidelity Investment
  Covington, KY
• 06/2014 → 01/2019
  Wendy's
  Louisville, KY
• 05/2018 → 08/2018
  Anderson Communities
  Lexington, KY
• 08/2019 → 01/2020
  Jefferson County Public Schools
  Louisville, KY
• 03/2020 → 04/2020
  Enterprise Rent-A-Car
  Louisville, KY
• 04/2021 → 02/2022
  Benchmark Investments
  Louisville, KY
• 03/2021 → Present
  Advantage Investment Management
  Louisville, KY

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-09-13
• S63 Uniform Securities Agent State Law Examination
  2020-10-12

Other Names

• Alex Cole
• Michael Alexander Cole
• Michael Cole