Cole Jaeschke
Cole Jaeschke is a registered investment advisor at LPL Financial LLC, based in Fort Dodge, IA, with 10 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
1725 1st Ave S, Fort Dodge, IA, 50501
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Cole is involved in multiple real estate rental businesses and other business entities, spending a significant amount of time on Jaeschke Financial Services, LLC and Full Swing Financial Planning LLC. He also sells non-variable insurance products, including life, health, disability, long-term care, and fixed annuities, dedicating about 10-20% of his time to this activity.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Edward JonesBroker
Edward Jones
Principal Securities, INC.
Principal Securities, INC.Broker
Edward JonesBroker
State Registrations17 states
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.