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KC

Kole D. Cook

BRIDGEPORT FINANCIAL SOLUTIONS
Roseville, CA 95678
Some features on this profile are disabled
CRD#: 7258321
KC
Kole Denning CookBRIDGEPORT FINANCIAL SOLUTIONS

Professional summary

Kole Denning Cook is a registered financial advisor currently at BRIDGEPORT FINANCIAL SOLUTIONS located in Roseville, California.

Kole is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Kole has worked at 1 firm and has passed the Series 65 and SIE exams.

At a Glance

Always Fiduciary

Aliases

None

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 Kole Denning Cook'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

July 2, 2026 - Present

BRIDGEPORT FINANCIAL SOLUTIONS

Office #1: 1227 Pleasant Grove Blvd., #200, Roseville, CA 95678
RIA
CRD#: 325485
Roseville, CA

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".
BF
BRIDGEPORT FINANCIAL SOLUTIONS
BRIDGEPORT | BRIDGEPORT FINANCIAL SOLUTIONS LLC | BRIDGEPORT FINANCIAL SOLUTIONS

CRD#: 325485 / SEC#: 801-127630

RIA
Registered Investment Advisory firm - (4/10/2023 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
California
(7/2/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 7/2/2026
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/11/2022
Securities Industry Essentials Examination

Current Firm

BF
BRIDGEPORT FINANCIAL SOLUTIONS
BRIDGEPORT | BRIDGEPORT FINANCIAL SOLUTIONS LLC | BRIDGEPORT FINANCIAL SOLUTIONS

CRD#: 325485 / SEC#: 801-127630

RIA
Registered Investment Advisory firm - (4/10/2023 Approved)
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Contact information

Main Address
2700 N Central Ave Suite 1200, Phoenix, AZ 85004
Mailing Address
Phone number
(877) 411-2737
Established
Firm type
Fiscal year end
# of Employees
11

SEC notice filing (44 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

BRIDGEPORT WRAP BROCHURE (3/28/2025)
BRIDGEPORT ADV 2A (3/28/2025)

Regulatory assets under management

Total Number of Accounts1,572
AUM (Assets Under Management)$ 484,508,230

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

BRIDGEPORT FINANCIAL SOLUTIONS

CRD#: 325485Roseville, CA 95678

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