Cole A King
Advisor at Merrill — Leawood, KS College Blvd
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 66
Experience Industry experience
12 years
Location
Leawood, KS 66211
Merrill
Institution
Cole King is a Senior Financial Advisor affiliated with Merrill Lynch Wealth Management and a member of Group One Wealth Management based in Leawood, Kansas. With experience dating back to 2012, Cole specializes in helping clients and their families simplify complex financial lives by developing personalized strategies aligned with their goals and priorities.
His expertise includes education planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, tax minimization, and retirement income. Cole works closely with clients to identify and prioritize objectives such as estate planning, investments, tax efficiency, wealth transfer, and retirement income, transforming these into clear, actionable plans while building trust and fostering long-term relationships.
Cole holds a bachelor's degree from Kansas State University and has earned the Personal Investment Advisor (PIA) designation. He is also actively involved in community organizations such as Ducks Unlimited, Knights of Columbus, and Pheasants Forever. Cole resides in Overland Park, Kansas, with his wife, Emily, and their four children, and enjoys spending time outdoors, coaching his children's teams, and engaging in activities like hunting and fishing.
Based on Merrill
SEC-reported: Commissions on certain transactions, including foreign securities and fixed income; mark-ups, markdowns and dealer spreads may apply to some trades.
Leawood, KS College Blvd
3401 College Blvd
Leawood KS 66211
Advisors at this office
53
Kansas · Texas
12 years of industry experience
Bank Of America, N.a.
2015 - Present • 11 years
Leawood, KS
Merrill
2014 - Present • 12 years
Leawood, KS
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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