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Cole Franz Schelbert

180 Wealth Advisors, LLC

Federal Way, WA

CRD 7444606

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Employer firm

180 Wealth Advisors, LLC CRD 284921

$1.36B regulatory AUM

Reported services (Item 5G)

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

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

Current Employers
180 Wealth Advisors, Llc

32125 32Nd Avenue South, Suite 100, Federal Way, WA 98001 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2026-07-24
  • WA RA
    APPROVED
    Since 2026-07-24

Branch Locations

32125 32Nd Avenue South, Suite 100, Federal Way, WA 98001 • 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
Lanway Homes Tacoma WA 11/2017 06/2019
City Of Fife Fife WA 06/2019 12/2019
Lanway Homes Tacoma WA 05/2020 10/2021
St. Patricks School Tacoma WA 01/2001 10/2017
180 Wealth Advisors, Llc Federal Way WA 11/2021 Present
Unemployed Tacoma WA 01/2020 04/2020
  • 11/2017 → 06/2019
    Lanway Homes
    Tacoma, WA
  • 06/2019 → 12/2019
    City Of Fife
    Fife, WA
  • 05/2020 → 10/2021
    Lanway Homes
    Tacoma, WA
  • 01/2001 → 10/2017
    St. Patricks School
    Tacoma, WA
  • 11/2021 → Present
    180 Wealth Advisors, Llc
    Federal Way, WA
  • 01/2020 → 04/2020
    Unemployed
    Tacoma, WA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-11-16
  • S65 Uniform Investment Adviser Law Examination
    2021-11-16

View on SEC IAPD

Nearby Firms

OSAIC WEALTH, INC.
LPL FINANCIAL LLC
EDWARD JONES

Nearby Investors

HAL LETTICE
BRETT HOWARD HULSE
MICHAEL SCOTT ESBENSHADE

Nearby Offices

OSAIC WEALTH, INC. · FEDERAL WAY, WA
OSAIC WEALTH, INC. · FEDERAL WAY, WA
LPL FINANCIAL LLC · FEDERAL WAY, WA

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