PlanOptica

Plan research for advisors and brokers. Every retirement and welfare filing, peer-ranked and a decade deep, sourced to the line.

Product

Retirement plans
Welfare plans
Providers
Pricing

Data

Downloads hub
Retirement plans CSV
Welfare plans CSV
Custom analytics

Resources

Documentation
Filter catalog
Plan-page guide
Glossary

Company

About
Contact
Privacy
Terms

PlanOptica

Pricing

Welfare plans
Brokers
WILLIAM COLES

Welfare broker

WILLIAM COLES

Mailing address (most recent filing)

213 S JEFFERSON ST STE 1402

ROANOAKE, VA 24011

Total comp: $163K
Commissions: $0
Fees: $163K
Filings: 1
Sponsors: 1

Not enough current filings to build analytics for WILLIAM COLES.

No sponsors where WILLIAM COLES is the primary broker on the latest filing.

Sponsor	Loc	Premium	Comp	Carrier

PlanOptica

Plan research for advisors and brokers. Every retirement and welfare filing, peer-ranked and a decade deep, sourced to the line.

Product

Retirement plans
Welfare plans
Providers
Pricing

Data

Downloads hub
Retirement plans CSV
Welfare plans CSV
Custom analytics

Resources

Documentation
Filter catalog
Plan-page guide
Glossary

Company

About
Contact
Privacy
Terms

PlanOptica

Pricing

Welfare plans
Brokers
WILLIAM COLES

Welfare broker

WILLIAM COLES

Mailing address (most recent filing)

213 S JEFFERSON ST STE 1402

ROANOAKE, VA 24011

Total comp: $163K
Commissions: $0
Fees: $163K
Filings: 1
Sponsors: 1

Not enough current filings to build analytics for WILLIAM COLES.

No sponsors where WILLIAM COLES is the primary broker on the latest filing.

Sponsor	Loc	Premium	Comp	Carrier

PlanOptica

Plan research for advisors and brokers. Every retirement and welfare filing, peer-ranked and a decade deep, sourced to the line.

Product

Retirement plans
Welfare plans
Providers
Pricing

Data

Downloads hub
Retirement plans CSV
Welfare plans CSV
Custom analytics

Resources

Documentation
Filter catalog
Plan-page guide
Glossary

Company

About
Contact
Privacy
Terms