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    Cole Weir

    Partnering with Employees Who Want to Maximize 401K Plans and Retire on Their Terms using a Proprietary 401k CoPilot™ System - Founding Partner, Driven Investments

    Cole Weir is the Founding Partner of Driven Investments LLC, a position he has held since August 2020.1 He is based in Pocatello, Idaho, and specializes in partnering with employees to maximize their 401K plans and help them retire on their terms using a proprietary 401k CoPilot™ System.1

    Weir has a background in financial services, with experience including:

    • Investment Advisor Representative at Interactive Financial Advisors (2019-2020)1
    • Investment Advisor Representative at Transamerica Financial Advisors, Inc. (2016-2019)1
    • Loan Officer at Idaho Central Credit Union (2017-2018)1
    • Various positions at Zions Bank, including Financial Center Assistant Manager and Personal Banker (2014-2017)1

    He holds several professional certifications, including Series 6, 63, and 65 licenses from FINRA.1 Weir is also proficient in Spanish at a full professional level.1

    At Driven Investments LLC, Weir and his team focus on managing workplace retirement plans through Self-Directed Brokerage Accounts (SDBAs), offering personalized investment strategies and professional management for clients' retirement portfolios.2 The company aims to provide tailored financial solutions for various stages of clients' financial journeys, from growth to wealth preservation.2

    Related Questions

    What is the 401k CoPilot™ System that Cole Weir uses?
    How does Driven Investments LLC help employees maximize their 401K plans?
    What are Cole Weir's main responsibilities as a Founding Partner at Driven Investments LLC?
    What makes Cole Weir's approach to retirement planning unique?
    How has Cole Weir's career evolved in the financial industry?
    Cole Weir
    Cole Weir, photo 1
    Cole Weir, photo 2
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    Location

    Pocatello, Idaho, United States