Advisor profile


My approach

Cole McKeel - My approach photo

What you can expect when you work with me

At Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.
When you work with me, you receive:

· 1:1 financial advice based on your goals and needs.

· Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.

· Regular meetings to review your goals, progress and investments.

· Anytime access to your investments and digital tools to help you stay on track.

Feel confident about your financial future.

Cole McKeel - My approach photo

Areas of focus

  • Investments
  • Retirement Planning Strategies
  • Saving for Education
3
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Series 7- General Securities Representative License
  • Series 63- Uniform Securities Agent License
  • Series 65- Uniform Investment Adviser Law License
  • Texas Life, Accident & Health Insurance License

Education

  • Bachelor of Science, Business Administration, Texas A&M-Commerce, Commerce, TX.

Interests

  • I enjoy playing golf and staying active
  • Spending time with family & friends
  • Cooking family recipes and new dishes I haven't made before
  • Traveling with family & friends
  • Football

Previous experience

  • Investment Advisor Representative, McKeel Capital Management, Irving, TX, 2018-2020