Wilkison Investment Services
44yrs
Top advisor by experience in Snoqualmie
9yrs
Colton Loder
Financial advisor at Cohalo
Colton Loder has worked in the financial industry for 9 years and is a financial advisor based in Snoqualmie, Washington. Colton has been with Cohalo since 2018. Colton holds the CFA designation.
At a glance
Experience9 years (since 2017)
How that compares ?9 years in the industry
OfficeSnoqualmie, WA
FirmCohalo
How the firm is paid ?Percent of assets, Flat fee, Performance fee
Typical client at the firm ?$232,143
States licensed ?1 state
Services through Cohalo
Investment management for individuals and small businessesInvestment management for businesses and institutionsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFA
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- 2018 – nowCohaloCurrent firm
Questions to ask Colton
Tailored to Colton’s registration and firm.
- Your firm can charge performance-based fees. Would that apply to me?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Colton
How do I contact Colton?
Call Cohalo at 833-426-4256 and ask for Colton Loder. Colton works from the Snoqualmie, WA office.
How long has Colton been a financial advisor?
Colton has been in the industry since 2017, about 9 years. 9 years in the industry.
What licenses does Colton hold?
Series 63. Tap any license on this page to see what it allows.
Is Colton a fiduciary?
Colton is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Colton paid?
Cohalo reports being paid by a percentage of the assets they manage, flat or fixed fees, a share of investment gains. Ask Colton for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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