Coleman is an LPL financial advisor for Discovery Financial focused on helping clients with personal finance including wealth accumulation, 401(k) rollover services, retirement and distribution planning. Coleman also assists clients who are searching for Medicare Advantage plans, Medicare Supplement and Part D Prescription Drug 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 lives in Eagan with his wife, Rebecca, and son, Finnegan. He enjoys giving back to the community by serving on the council of Good Shepherd Church and teaching retirement planning seminars around the metro area. He serves clients in our Bloomington and Red Wing offices.