Philip M. Cole

MERITAGE PORTFOLIO MANAGEMENT

Overland Park, KS 66210

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CRD#: 7134518

Professional summary

Philip Martin Cole, CFA, who also goes by Philip Cole, is a registered financial advisor currently at MERITAGE PORTFOLIO MANAGEMENT, INC. located in Overland Park, Kansas.

Philip is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Philip has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Philip Cole

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.

I*127131 For profit or not for profit: Non-Profit Organization Name of outside business organization: KidsTLC Investment related: N Address of business: Olathe, Kansas 66062 Nature of business: Charitable Organization, Position, title, association: Advisory Board Member, Start date of relationship: 10/31/2019 Number of hours devoted: 3 hour(s) Quarterly Number of hours devoted during trading hours: 0 Duties: Young Advisor Board comprised of civic minded young professionals, ages 22-35, who serve to provide KidsTLC with valuable support through friend-raising and fundraising. Activities include identifying new donors and promoting events.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Philip Martin Cole'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®

CFA

Chartered Financial Analyst

Experience

Current

August 29, 2022 - Present

MERITAGE PORTFOLIO MANAGEMENT, INC.

Office #1: 7500 College Blvd Suite 1212, Overland Park, KS 66210

RIA

CRD#: 107177

Overland Park, KS

Past

October 29, 2019 - August 26, 2022

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

KANSAS CITY, MO

Past

August 21, 2019 - August 26, 2022

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

KANSAS CITY, MO

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".

MERITAGE PORTFOLIO MANAGEMENT, INC.

EVEANS BASH KLEIN | MERITAGE PORTFOLIO MANAGEMENT, INC. | EVEANS BASH MAGRINO & KLEIN INC | EVEANS BASH KLEIN, INC.

CRD#: 107177 / SEC#: 801-39348

RIA

Registered Investment Advisory firm - (6/28/1991 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

Kansas
(8/29/2022)

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

State Security Law Exam

IAR

Series 66

Date: 10/25/2019

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 8/21/2019

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 5/31/2019

Securities Industry Essentials Examination

Current Firm

MERITAGE PORTFOLIO MANAGEMENT, INC.

EVEANS BASH KLEIN | MERITAGE PORTFOLIO MANAGEMENT, INC. | EVEANS BASH MAGRINO & KLEIN INC | EVEANS BASH KLEIN, INC.

CRD#: 107177 / SEC#: 801-39348

RIA

Registered Investment Advisory firm - (6/28/1991 Approved)

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Contact information

Main Address

7500 College Blvd Suite 1212, Overland Park, KS 66210

Mailing Address

Phone number

(913) 345-7000

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (18 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

03-26-2025 PART 2A (3/26/2025)

Regulatory assets under management

Total Number of Accounts	1,480
AUM (Assets Under Management)	$ 2,416,719,874

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.

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Philip M. Cole

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Philip Martin Cole's CRS (Customer Relationship Summary).

Certified licenses

Experience

MERITAGE PORTFOLIO MANAGEMENT, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

MERITAGE PORTFOLIO MANAGEMENT, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 10/25/2019

Series 7TO

Date: 8/21/2019

SIE

Date: 5/31/2019

Current Firm

MERITAGE PORTFOLIO MANAGEMENT, INC.

Contact information

SEC notice filing (18 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MERITAGE PORTFOLIO MANAGEMENT, INC.

TRUST BUT VERIFY

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