Cole Niklaus Frischman

Employer firm

Strategic Wealth Partners, Ltd. CRD 148586

$1.64B regulatory AUM

Reported services (Item 5G)

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

• 06/2026 → Present
  Strategic Wealth Partners, Ltd
  Independence, OH
• 06/2024 → 05/2026
  Captrust
  Greensburg, PA
• 06/2023 → 08/2023
  Waldron Private Wealth
  Bridgeville, PA
• 05/2022 → 08/2022
  Waldron Private Wealth
  Bridgeville, PA
• 06/2020 → 05/2024
  The Pennsylvania State University
  University Park, PA
• 08/2016 → 05/2020
  Shady Side Academy
  Pittsburgh, PA

Designations

• Certified Financial Planner