Cole Emmanuel Hystead
CFP®Professional Summary
Cole Emmanuel Hystead, CFP® is a registered financial advisor currently at LOGAN PARK WEALTH MANAGEMENT located in Minneapolis, Minnesota. Cole is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Cole has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
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Disclosures on record.
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Credentials
Years of Experience
15 years in the financial services industry
Current & Past Employments
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Current Firm
LOGAN PARK WEALTH MANAGEMENT | LPWM LLC
Contact Information
Main Address
121 S. 8th Street Suite 1110, Minneapolis, MN 55402Phone Number
(612) 315-2105# of Employees
6SEC notice filing (13 States and Territories)
Registered to provide investment advisory services in 13 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
1,452AUM (Assets Under Management)
$464,828,488Similar Advisors
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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.
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Primary Firm SEC Registration
LOGAN PARK WEALTH MANAGEMENT | LPWM LLC
State Registrations and Notice Filings
(3/29/2019)
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.
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CRS (Client Relationship Summary) - RIA
Click below to view Cole Emmanuel Hystead's CRS (Customer Relationship Summary).
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