Cole Walter Sharp

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 11/2018 → 07/2019
  Raymond James Financial Services, Inc.
  Nebraska City, NE
• 11/2018 → Present
  Vanderveen Financial Planning
  Nebraska City, NE
• 03/2017 → Present
  Peru State College
  Peru, NE
• 03/2016 → 09/2018
  Premier Bank
  Nebraska City, NE
• 07/2019 → Present
  Raymond James Financial Services Advisors, Inc.
  Nebraska City, NE
• 07/2019 → Present
  Raymond James Financial Sevices, Inc.
  Nebraska City, NE

Other Businesses

(1) Name of Business: Address: 1518 Central Avenue, Nebraska City, NE, 68410, United States Activity Type: Political Office/Activity Position/Title: Investment Related: No Start Date: 01/01/2023 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 2-10 Description of duties: (2) Name of Business: Blue Optics, Inc Address: 1720 S 11th St, Nebraska City, NE, 68410-3488, United States Activity Type: Support Company - Owner Position/Title: Officer - Secretary Investment Related: No Start Date: 10/01/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Secretary of support company; record keeper and back up support for President & Treasurer as needed (3) Name of Business: BluePrint Financial Planning Address: 1720 S 11th St, Nebraska City, NE, 68410, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 05/22/2020 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Investment management; construction and presentation of financial plans, fee analyses & tax efficiency; drafting new account paperwork, follow up on documents needed

Exams

• S66 Uniform Combined State Law Examination
  2019-07-19