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Inactive

Cole Niklaus Frischman

Strategic Wealth Partners, Ltd.

Independence, OH

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Current Employers
Strategic Wealth Partners, Ltd.

5005 Rockside Road Suite 1200, Independence, OH 44131-6829 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2026-07-08
  • OH RA
    APPROVED
    Since 2026-07-08

Branch Locations

5005 Rockside Road Suite 1200, Independence, OH 44131-6829 • 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
Strategic Wealth Partners, Ltd Independence OH 06/2026 Present
Captrust Greensburg PA 06/2024 05/2026
Waldron Private Wealth Bridgeville PA 06/2023 08/2023
Waldron Private Wealth Bridgeville PA 05/2022 08/2022
The Pennsylvania State University University Park PA 06/2020 05/2024
Shady Side Academy Pittsburgh PA 08/2016 05/2020
  • 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

View on SEC IAPD

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Other Offices

SWP INVESTMENT MANAGEMENT LLC · INDEPENDENCE, OH
EDGEWATER CAPITAL PARTNERS · INDEPENDENCE, OH
GATEPASS CAPITAL, LLC · INDEPENDENCE, OH
SPINNAKER FINANCIAL GROUP, LLC · INDEPENDENCE, OH
APPALOOSA WEALTH MANAGEMENT LLC · INDEPENDENCE, OH
BURNS FINANCIAL ADVISORS, INC. · INDEPENDENCE, OH
M HOLDINGS SECURITIES, INC. · Cleveland, OH
JANNEY MONTGOMERY SCOTT LLC · Independence, OH

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