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Cole Stein Email & Phone Number
Relationship Manager
at
Modern Wealth Management
LinkedIn matched
✓ Verified August 2026
3 data sources
Profile completeness 86%
Current company
Role
Relationship Manager
Location
Manhattan, Kansas, United States
Company size
Who is Cole Stein? Overview
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Quick answer
Cole Stein is listed as Relationship Manager at Modern Wealth Management, a with 217 employees, based in Manhattan, Kansas, United States. AeroLeads shows a matched LinkedIn profile for Cole Stein.
Cole Stein previously worked as Concierge Specialist at Modern Wealth Management and Support Planner at J Black Financial Group. Cole Stein holds Bachelor Of Science - Bs, Finance And Financial Management Services, Graduate from Kansas State University.
Company email context
Email format at Modern Wealth Management
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Modern Wealth Management
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Profile bio
About Cole Stein
I am a graduate from Kansas State university with minors in Pre financial planning and Leadership. I currently work as a support planner for J black Financial group where I was previously an intern. I am currently working on getting my CFP designation.
Current workplace
Cole Stein's current company
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Modern Wealth Management
7 roles
Cole Stein work experience
A career timeline built from the work history available for this profile.
Concierge Specialist
Support Planner
Work as a member of the wealth management team, help build financial plans, work with clients to help manage their financial needs.
Intern
Intern
Be Wealth
Shadowed and sat in on client meetings. Helped fill out necessary paperwork after meeting is finished. Developed curriculum to help teach young families and students how to save and plan for college. Assisted with various office tasks and helped out at company sponsored events.
Research And Development Intern
Helped beta test the app before it was released. Met with potential users and collected feedback. Marketed the app over social media and through face-to-face meetings. Sat in on product development meetings and gave feedback and offered ways to improve.
May 2020 - Jul 2022
Construction Laborer
Helped forum up, tear out, pour, and finish concrete. Worked with and operated various heavy equipment, Dump trucks, track loaders, and backhoes Worked on many jobs ranging from large scale paving to small residential projects. Helped out when the company needed it on large jobs throughout my freshman year of college and even in the summers before my shift as an inter would start.
May 2019 - Aug 2020
1 education record
Cole Stein education
FAQ
Frequently asked questions about Cole Stein
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What company does Cole Stein work for?
Cole Stein works for Modern Wealth Management.
What is Cole Stein's role at Modern Wealth Management?
Cole Stein is listed as Relationship Manager at Modern Wealth Management.
Where is Cole Stein based?
Cole Stein is based in Manhattan, Kansas, United States while working with Modern Wealth Management.
What companies has Cole Stein worked for?
Cole Stein has worked for Modern Wealth Management, J Black Financial Group, Be Wealth, Parpoints Golf, and L & S Building Contractors.
How can I contact Cole Stein?
You can use AeroLeads to view verified contact signals for Cole Stein at Modern Wealth Management, including work email, phone, and LinkedIn data when available.
What schools did Cole Stein attend?
Cole Stein holds Bachelor Of Science - Bs, Finance And Financial Management Services, Graduate from Kansas State University.
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