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Colton Loder

COHALO
SNOQUALMIE, WA
·CRD# 5376609·9 years experience

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.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Colton Hansen Loder

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

9 years in the financial services industry

Current & Past Employments

COHALO·CRD# 297315
RIA
Snoqualmie, WA
July 19, 2018 - Present
GOLDMAN SACHS & CO. LLC·CRD# 361
BD
Bellevue, WA
November 7, 2017 - May 30, 2018

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Current Firm

CO
COHALO

COHALO | COHALO ADVISORY LLC | COHALO ADVISORY

CRD#: 297315 / SEC#: 801-130847
RIA
Registered Investment Advisory firm - SEC (8/14/2024 Approved)
Utah
Registered Investment Advisory firm - Utah (8/16/2024 Terminated)
Washington
Registered Investment Advisory firm - Washington (9/16/2024 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

Snoqualmie, WA

Mailing Address

35302 Se Center Street Suite 503, Snoqualmie, WA 98065-9216

Phone Number

(833) 426-4256

# of Employees

1

SEC notice filing (2 States and Territories)

Registered to provide investment advisory services in 2 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

COHALO ADVISORY LLC ADV PART 2A (4/10/2026)

Regulatory Assets Under Management

Total Number of Accounts

66

AUM (Assets Under Management)

$1,345,900,000

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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.

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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 - SEC (8/14/2024 Approved)
Utah
Registered Investment Advisory firm - Utah (8/16/2024 Terminated)
Washington
Registered Investment Advisory firm - Washington (9/16/2024 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.
IAR
Washington
(7/19/2018)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Sep 2017About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed May 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Nov 2017About the Series 7 exam

Series 3 — National Commodity Futures Examination

Passed Sep 2017About the Series 3 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Colton Loder's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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