Cole R. Willyard

VITA PLANNING GROUP LLC

Vancouver, WA 98684-3514

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CRD#: 7528452

Professional summary

Cole R Willyard is a registered financial advisor currently at VITA PLANNING GROUP LLC located in Vancouver, Washington.

Cole is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Cole has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

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 Cole R Willyard'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

May 28, 2025 - Present

VITA PLANNING GROUP LLC

Office #1: 312 Se Stonemill Drive Suite 160, Vancouver, WA 98684-3514

RIA

CRD#: 312323

Vancouver, WA

Past

March 28, 2023 - April 21, 2025

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

PORTLAND, OR

Past

July 19, 2022 - April 21, 2025

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

PORTLAND, OR

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".

VITA PLANNING GROUP LLC

VITA PLANNING GROUP | VITA PLANNING GROUP LLC

CRD#: 312323 / SEC#: 801-120369

RIA

Registered Investment Advisory firm - (2/22/2021 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

California
(5/28/2025)

IAR

Nevada
(10/30/2025)

IAR

Oregon
(10/28/2025)

IAR

Texas
(5/28/2025)

IAR

Washington
(5/28/2025)

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: 1/10/2023

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 7/19/2022

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 4/22/2022

Securities Industry Essentials Examination

Current Firm

VITA PLANNING GROUP LLC

VITA PLANNING GROUP | VITA PLANNING GROUP LLC

CRD#: 312323 / SEC#: 801-120369

RIA

Registered Investment Advisory firm - (2/22/2021 Approved)

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Contact information

Main Address

312 Se Stonemill Drive Suite 160, Vancouver, WA 98684-3514

Mailing Address

Phone number

(650) 567-9300

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (3/6/2025)

Regulatory assets under management

Total Number of Accounts	122
AUM (Assets Under Management)	$ 64,612,815

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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Cole R. Willyard

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Cole R Willyard's CRS (Customer Relationship Summary).

Certified licenses

Experience

VITA PLANNING GROUP LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

VITA PLANNING GROUP LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 1/10/2023

Series 7TO

Date: 7/19/2022

SIE

Date: 4/22/2022

Current Firm

VITA PLANNING GROUP LLC

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

VITA PLANNING GROUP LLC

TRUST BUT VERIFY

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