LPL Financial Advisor
Cole is an LPL financial advisor for Discovery Financial focused on helping clients with personal finance including planning for college saving, wealth accumulation, retirement planning and 401k rollovers. Cole also concentrates on institutional clients to implement and maximize their employee benefit plans. Cole is passionate about helping clients manage their goals personally and financially.
Prior to joining Discovery Financial, Cole worked as a management consultant at a large accounting firm in Minneapolis where he helped businesses improve processes and compliance. He graduated from the University of Saint Thomas majoring in Business and Entrepreneurship. Cole also completed the LPL Independent Advisor Institute training program. He holds Series 7 and Series 66 securities registrations with LPL Financial as well as life and health insurance licenses.
Cole lives in Bloomington and will be getting married to his fiancé, Rebecca, in January 2019. Cole enjoys giving back to the community through volunteering at Good Shepherd Church.