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CA

Cole B. Anderson

INTERGY PRIVATE WEALTH
COLORADO SPRINGS, CO 80903
CRD#: 7027247
Some features on this profile are disabled
CA
Cole Brady AndersonINTERGY PRIVATE WEALTH

Professional summary

Cole Brady Anderson, who also goes by Cole Brady Anderson, Cole Anderson, is a registered financial advisor currently at INTERGY PRIVATE WEALTH, LLC located in Colorado Springs, Colorado.

Cole is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Cole has worked at 5 firms and has passed the Series 65, Series 63, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Cole Brady Anderson | Cole Anderson

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Cole Brady Anderson's CRS (Customer Relationship Summary).
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®
None

Experience

Current

June 23, 2026 - Present

INTERGY PRIVATE WEALTH, LLC

Office #1: 13 S. Tejon St. Suite 400, Colorado Springs, CO 80903
RIA
CRD#: 315698
COLORADO SPRINGS, CO
Past

September 9, 2025 - June 11, 2026

KESTRA ADVISORY SERVICES, LLC

RIA
CRD#: 283330
Colorado Springs, CO
Past

April 29, 2020 - January 20, 2026

COLLINS WEALTH MANAGEMENT, INC.

RIA
CRD#: 298028
COLORADO SPRINGS, CO
Past

July 16, 2019 - November 25, 2020

RNR SECURITIES, L.L.C.

BD
CRD#: 43689
Colorado Springs, CO
Past

February 25, 2019 - June 19, 2019

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
Phoenix, AZ

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".
IP
INTERGY PRIVATE WEALTH, LLC
INTERGY PRIVATE WEALTH | INTERGY PRIVATE WEALTH, LLC

CRD#: 315698 / SEC#: 801-122324

RIA
Registered Investment Advisory firm - (9/17/2021 Approved)

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
Colorado
(6/23/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 8/5/2019
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 4/17/2019
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 2/25/2019
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 12/18/2018
Securities Industry Essentials Examination

Current Firm

IP
INTERGY PRIVATE WEALTH, LLC
INTERGY PRIVATE WEALTH | INTERGY PRIVATE WEALTH, LLC

CRD#: 315698 / SEC#: 801-122324

RIA
Registered Investment Advisory firm - (9/17/2021 Approved)
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Contact information

Main Address
13 S. Tejon St. Suite 400, Colorado Springs, CO 80903
Mailing Address
Phone number
(719) 413-8820
Established
Firm type
Fiscal year end
# of Employees
8

SEC notice filing (22 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - FIRM BROCHURE (3/25/2025)

Regulatory assets under management

Total Number of Accounts2,117
AUM (Assets Under Management)$ 466,993,705

Red Flags

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.

Company Information

INTERGY PRIVATE WEALTH, LLC

CRD#: 315698Colorado Springs, CO 80903

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