Cole Roberge
Financial Advisor serving individual investors | Focusing on solutions for business owners, farmers, professionals, and retirees | Market 5 Veteran Performance Leader
- Role
- Market 5 Veteran Performance Leader at Edward Jones
- Location
- Norfolk, NE, US
- LinkedIn followers
- 500 followers
About Cole Roberge
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Experience
Market 5 Veteran Performance Leader
Jan 2026 — Present · Norfolk, NE, US
Lead a matrix team of twelve performance leaders throughout Rural Kansas, Missouri, and Nebraska with the primary objective of driving new assets into the branches across the footprint we serve.
Education
University of Minnesota - Carlson School of Management
BSB, Marketing and Finance
2005 — 2009
Skills
- Sales
- Series 6
- Series 63
- Marketing
- Asset Allocation
- Mutual Funds
- Risk Management
- Financial Advisory
- Business Development
- Wealth Management
- Separately Managed Accounts
- Investments
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