LPL Financial Advisor
Coleman is an LPL financial advisor for Discovery Financial focused on helping clients with personal finance including budgeting, wealth accumulation, retirement planning and 401k rollover services. Coleman also concentrates on institutional clients to implement and maximize their employee benefit plans. He is passionate about helping clients manage their goals personally and financially.
Prior to joining Discovery Financial, Coleman 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, and has 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.
Coleman and his wife Rebecca live in Bloomington where he enjoys giving back to the community through volunteering at Neighbors Inc. and serving on the council of Good Shepherd Church.