Cole Jaeschke (CRD# 6572551) is an Investment Advisor Representative working at Lpl Financial LLC in Fort Dodge, IA and has over 8 years of experience in the finance industry.
CRD# 3271729
Cambridge Investment Research Advisors, Inc.
CRD# 4198301
Lpl Financial LLC
CRD# 2240774
Osaic Wealth, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Fort Dodge, IA | Nov 2023 - Current | < 1 |
| Royal Alliance Associates, Inc. | Fort Dodge, IA | Mar 2022 - Nov 2023 | 1 |
| Edward Jones | St Louis, MO | Apr 2017 - Mar 2022 | 4 |
| Principal Life Insurance Company | Fort Dodge, IA | Jan 2016 - Apr 2017 | 1 |
| Princor Financial Services Corporation | Fort Dodge, IA | Jan 2016 - Apr 2017 | 1 |
| Kingsgate Insurance | Fort Dodge, IA | Jul 2016 - Jan 2017 | < 1 |
| Edward Jones | St. Louis, MO | Oct 2015 - Dec 2015 | < 1 |
| Dennhardt Farming | Rippey, IA | Jan 2015 - Dec 2015 | < 1 |
| Upper Iowa University | Fayette, IA | May 2010 - Dec 2015 | 5 |
| Ole Boston's Pub | Fort Dodge, IA | Jan 2014 - Jun 2015 | 1 |
| Upper Iowa University | Fayette, IA | Jul 2011 - Nov 2014 | 3 |
| Upper Iowa University | Fayette, IA | Jan 2014 - May 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2016 |
- IA
- TX
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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