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Jodie Lane

J. W. Cole Advisors, INC.
20 Years of Experience
Greenfield, WI
1 DisclosureSells Insurance
View SEC Summary
View SEC Summary

Jodie Lane is a registered investment advisor at J. W. Cole Advisors, INC., based in Greenfield, WI, with 20 years of industry experience. Jodie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 31,247 clients with $8.2B in assets under management.

J. W. Cole Advisors, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
495 advisors
Number of Clients
31,247 clients
Average Client Portfolio
$264K average
Assets Under Management
$8.2B

Fee Structure

Minimum Investment:$10K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M3.00%
$1.0M - $3.0M1.25%
$3.0M - $5.0M1.00%
$5.0M - $10.0M0.75%
$10M+0.50%

Fees may be negotiated or charged at a flat rate. Program fees and transaction costs may apply separately depending on the selected account type.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

4811 S. 76th Street, Suite 400, Greenfield, WI, 53220

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
September 2020
Final
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Jodie owns Greenstone Financial Services, LLC, where she works as a fixed insurance and wealth advisor, dedicating about a quarter of her time. She also owns Pathway Divorce Solutions, LLC and John Florance Annuity & Insurance Solutions, and works as a notary public, dedicating minimal time to each.

Employment History
Current Registrations
J. W. Cole Advisors, INC.
February 2021 - Present · 5 yrs 8 mos
Previous Registrations
Woodbury Financial Services, INC.Broker
October 2017 - August 2020 · 2 yrs 10 mos
Woodbury Financial Services, INC.
October 2017 - August 2020 · 2 yrs 10 mos
Sii Investments, INC.
July 2017 - October 2017 · 3 mos
Sii Investments, INC.Broker
July 2017 - October 2017 · 3 mos
LPL Financial LLC
July 2011 - August 2017 · 6 yrs 1 mo
LPL Financial LLCBroker
July 2011 - August 2017 · 6 yrs 1 mo
Uvest Financial Services Group, INC.
December 2010 - July 2011 · 7 mos
Uvest Financial Services Group, INC.Broker
December 2010 - July 2011 · 7 mos
Edward Jones
February 2006 - November 2010 · 4 yrs 9 mos
Edward JonesBroker
January 2006 - November 2010 · 4 yrs 10 mos
State Registrations1 state
WI
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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