Cole Severson

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2025-01-15
IL	RA	APPROVED	2025-01-02

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Chicago	IL	04/2024	Present
Goldman, Sachs &Amp; Co	Chicago	IL	06/2023	08/2023
Lhc Llc	Chanhassen	MN	06/2019	08/2019
Cornerstone Wealth Services	Madison	WI	02/2022	04/2024
Dreamweavers Inc	Madison	WI	06/2022	04/2024
University Of Wisconsin-Madison	Madison	WI	08/2020	12/2023
Chanhassen School	Chanhassen	MN	02/2014	08/2020
Bank Of America, N.A.	Chicago	IL	01/2026	Present

04/2024 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Chicago, IL
06/2023 → 08/2023

Goldman, Sachs &Amp; Co

Chicago, IL
06/2019 → 08/2019

Lhc Llc

Chanhassen, MN
02/2022 → 04/2024

Cornerstone Wealth Services

Madison, WI
06/2022 → 04/2024

Dreamweavers Inc

Madison, WI
08/2020 → 12/2023

University Of Wisconsin-Madison

Madison, WI
02/2014 → 08/2020

Chanhassen School

Chanhassen, MN
01/2026 → Present

Bank Of America, N.A.

Chicago, IL

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-12-31