Cole Barkocy
Cole Barkocy
Paraplanner, Customer Service Representative
Meet Cole Barkocy
Cole Barkocy is a Paraplanner at Assured Concepts Group, where he brings a distinctive mix of structure, precision, and a deep desire to help others navigate their financial journey. A former airline pilot and Certified Flight Instructor, Cole transitioned into the financial services industry in April 2025, drawn by the parallels between aviation and holistic financial planning—both demand disciplined strategy, safety-first thinking, and seamless execution.
Education & Experience
Cole holds a Bachelor of Science in Aviation with a concentration in Professional Flight from Eastern Kentucky University. During his collegiate career, he competed as an NCAA Division I athlete and was one of just two instructors selected to serve on the university’s Safety Advisory Board—a testament to his leadership and attention to detail. In this role, he helped shape safety protocols for more than 270 flight students, earning the respect of peers and faculty alike.
His aviation background cultivated a mindset centered on clarity, process, and preparation, traits that now serve clients as they build financial blueprints for retirement and beyond. Currently, Cole is preparing for the Series 65 exam to further enhance his capabilities in the financial services field.
Get to Know Cole
Cole now resides in Crystal Lake. He’s passionate about health and fitness, always up for discovering new cultures and cuisines, and believes some of the best memories are made through travel. Outside of work, he values quality time with family and friends—whether it’s a quiet dinner, a weekend getaway, or a spontaneous new adventure.
Join Our Insider’s List
Sign up to get news, insights, and invites to virtual and in-person events in East Dundee and Barrington, IL delivered straight to your inbox.
By signing up you'll also receive access to future resources right in your inbox.
Check the background of your financial professional on FINRA’s website: BrokerCheck
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by outside parties to provide information on a topic that may be of interest. These outside parties are not affiliated with the named representative, broker – dealer, state – or SEC – registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. Assured Concepts Group Ltd. is neither a broker-dealer nor an investment adviser. Securities and Variable Insurance products are offered through Purshe Kaplan Sterling Investments www.pksinvest.com, member FINRA / SIPC , www.finra.org, www.sipc.com. Advisory services provided through Assured Advisory Group, LLC, a Registered Investment Advisory Firm. Purshe Kaplan Sterling Investments is a full service brokerage firm, operated primarily through independent registered representatives. Investing involves risk including loss of principal. The information provided is not directed at any investor or category of investors and is provided solely as general information about products and services or to otherwise provide general investment education.
Copyright © 2025 Assured Concepts Group, Ltd. All Rights Reserved.