Brookstone Capital Management
36yrs
Top advisor by experience in Iron Mountain
5yrs
Cole Smith
Financial advisor at LPL Financial
Cole Smith is a fiduciary financial advisor in Iron Mountain, Michigan, with 5 years in the industry. Cole joined LPL Financial in 2023, after two years at Ameriprise Financial Services. LPL Financial offers financial planning, investment management, and educational workshops and is paid through a percentage of assets, hourly fees, and flat fees.
One of 19 advisors with offices in Iron Mountain, and one of 19 fiduciaries.
At a glance
Experience5 years (since 2021)
How that compares ?5 years in the industry
Office600 Carpenter Ave, Iron Mountain, MI 49801
FirmLPL Financial
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$399,489
Advisors at the firm23,459
States licensed ?1 state
Services through LPL Financial
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2023 – nowLPL Financial LLCCurrent firm
- Sep 2021 – Sep 2023Ameriprise Financial Services, LLCPreviously
Questions to ask Cole
Tailored to Cole’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- 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 Cole
How do I contact Cole?
Call LPL Financial at 704-733-3300 and ask for Cole Smith. Cole works from the Iron Mountain, MI office.
How long has Cole been a financial advisor?
Cole has been in the industry since 2021, about 5 years. 5 years in the industry.
What licenses does Cole hold?
Series 66. Tap any license on this page to see what it allows.
Is Cole a fiduciary?
Cole is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Cole paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Cole 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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