CL
Colton Loder
COHALO
Snoqualmie, WA 98065-9216
Some features on this profile are disabled
CRD#: 5376609
CL
Professional summary
Colton Loder, who also goes by Colton Hansen Loder, is a registered financial advisor currently at COHALO located in Snoqualmie, Washington.
Colton is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Colton has worked at 2 firms and has passed the Series 63, SIE, Series 7 and Series 3 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Colton Hansen Loder
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Managing principal and sole owner of Cohalo, LLC, a Washington limited liability company acting as holding company to the Adviser (Cohalo Advisory LLC). Cohalo, LLC is also the sole owner of and holding company to Cohalo Capital LLC, a Washington limited liability company formed in February 2019 that is currently a dormant entity. Each entity has the same address as listed in Item 1, does not currently engage in separate business activities, and typically requires less than one hour per month to administer. Mr. Loder is an associated person / principal (ID 0507856) for Cohalo Advisory LLC in its capacity as a Commodity Trading Advisor ("CTA") registered with the Commodity Futures Trading Commission ("CFTC") and member of the National Futures Association ("NFA"). The NFA ID can be used to research registration status and related information via the NFA's Background Affiliation Status Information Center ("BASIC"). From time to time, Mr. Loder may engage in providing consultative services at a fixed fee or hourly rate to Clients where the scope of work falls outside of traditional investment advisory services. Such services are variable in duration and may include enterprise (i.e., strategic, operational, etc.) risk consulting and other consultative services. Mr. Loder may also hold (and as of the Effective Date of this supplement does hold) voluntary, uncompensated roles with industry bodies or other organizations which require a nominal amount of time.
CRS (Client Relationship Summary) - RIA
Click below to view Colton Loder's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
July 19, 2018 - Present
COHALO
Office #1: 35302 Se Center Street Suite 503, Snoqualmie, WA 98065-9216RIA
CRD#: 297315
Snoqualmie, WA
Past
November 7, 2017 - May 30, 2018
GOLDMAN SACHS & CO. LLC
BD
CRD#: 361
Bellevue, WA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CO
COHALO
COHALO | COHALO ADVISORY LLC | COHALO ADVISORY
CRD#: 297315 / SEC#: 801-130847
RIA
Registered Investment Advisory firm - (8/14/2024 Approved)Utah
Registered Investment Advisory firm - (8/16/2024 Terminated)Washington
Registered Investment Advisory firm - (9/16/2024 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Washington(7/19/2018)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
CO
COHALO
COHALO | COHALO ADVISORY LLC | COHALO ADVISORY
CRD#: 297315 / SEC#: 801-130847
RIA
Registered Investment Advisory firm - (8/14/2024 Approved)Utah
Registered Investment Advisory firm - (8/16/2024 Terminated)Washington
Registered Investment Advisory firm - (9/16/2024 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
35302 Se Center Street Suite 503, Snoqualmie, WA 98065-9216
Mailing Address
Phone number
(833) 426-4256
Established
Firm type
Fiscal year end
# of Employees
1
SEC notice filing (2 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 66 |
| AUM (Assets Under Management) | $ 1,026,600,000 |
Red Flags
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