Cole
Pine
Fortem Financial Group, LLC
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About this Advisor
Cole Pine is a financial advisor based in Mesa, Arizona, working with Fortem Financial Group, LLC. Cole has previously held positions at La Salle Prep, Panera Bread, Gameday Media, Student, Taylormade Graphics, Osu Foundation, Pacific Capital Resource Group, Oregon State University, Lodge At Cascade Brewing, Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services LLC, Massmutual, Fortem Financial Group, LLC, and Hornor, Townsend & Kent, LLC. Cole has passed the Series 66 regulatory exam and is registered to provide services in Arizona and California. Currently, Cole is part of Fortem Financial Group, LLC, which operates out of Mesa, Arizona. The firm has 2 offices and 10 employees. The firm manages assets totaling $528.5 million and serves charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and other services. The fee structure at Fortem Financial Group, LLC includes asset-based, hourly, fixed, commission-based, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Fortem Financial Group, LLC Brokerage Details
$528,544,068
10
957
$552,293
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
Cole Pine Work History
Fortem Financial Group, LLC
Massmutual
Oregon State University
Oregon State University
Lodge At Cascade Brewing
Northwestern Mutual Life Insurance Company
Northwestern Mutual Investment Services LLC
Pacific Capital Resource Group
Hornor, Townsend & Kent, LLC
Hornor, Townsend & Kent, LLC
Gameday Media
Taylormade Graphics
Osu Foundation
Gameday Media
Panera Bread
Student
La Salle Prep
Disclosures
Please visit the SEC profile of Cole Pine to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Fortem Financial Group, LLC
Mesa, AZ
Phoenix, AZ
Palm Desert, CA
Palm Desert, CA
Palm Desert, CA
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