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Angela Lynn Immekus

COLE INVESTMENT ADVISORS, INC.·PORTAGE, Michigan
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2401 WEST CENTRE AVENUE, PORTAGE, MI 49024CRD# 4691706Firm CRD# 124264
01

About

Angela Lynn Immekus is a registered financial advisor based in PORTAGE, Michigan, affiliated with COLE INVESTMENT ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
COLE INVESTMENT ADVISORS, INC.
COLE INVESTMENT ADVISORS, INC.
AUM
$38M
Regulatory assets under management
Employees
1
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 4691706
Firm CRD# 124264
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Angela Lynn Immekus offer?
Angela Lynn Immekus specializes in Financial Planning, Investment Management. Contact their office in PORTAGE, Michigan for a consultation.
What are Angela Lynn Immekus's credentials?
Angela Lynn Immekus is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Angela Lynn Immekus located?
Angela Lynn Immekus is based in PORTAGE, Michigan, working with COLE INVESTMENT ADVISORS, INC.. Their office serves clients in the PORTAGE metropolitan area and surrounding communities.
How does Angela Lynn Immekus charge for services?
Angela Lynn Immekus's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is COLE INVESTMENT ADVISORS, INC.?
COLE INVESTMENT ADVISORS, INC. has approximately 1 employees and manages $38M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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