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Credentials
Series 63, Series 65
Experience Industry experience
19 years
Location
Phillips, WI 54555
J. W. Cole Advisors, Inc.
Enterprise
Aaron Gago is a financial advisor at J.W. Cole Advisors, Inc. with 18 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Parkland Securities for nine years. In addition to his advisory role, he is president of Highland Money Management, an investment-related business. J.W. Cole Advisors is an SEC-registered firm serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing discretionary and non-discretionary approaches that include fundamental and technical analysis, model portfolios, and digital advice platforms.
Based on J. W. Cole Advisors, Inc.
Based on J. W. Cole Advisors, Inc.
Flat fees available for financial planning and consulting services; amounts negotiated
$0 - $250,000: 1.50% $250,001 - $500,000: 1.25% $500,001 - $1,000,000: 1.00% $1,000,001+: 0.75%
IARs may receive commissions for securities and insurance products when acting as registered representatives or insurance agents
Up to $350 per hour for financial planning and consulting
Ongoing financial planning and consulting services may be charged on a recurring fee basis
Account minimum: $10,000 for Transaction-Based Advisory Account Programs; $100,000 for Asset-Based Advisory Account Program; $10,000 for FMAX Program; no minimum for financial planning services but minimum fee applies Minimum fee: Minimum fee generally 0.25%; maximum fee generally 3.00%; exceptions and waivers possible Fee-only: Financial planning and consulting services offered for hourly fees up to $350/hour, flat fees, or ongoing recurring fees
Phillips, WI
594 S. Lake Ave
Phillips WI 54555
Advisors at this office
1
Texas · Wisconsin
19 years of industry experience
J.W. Cole Advisors, Inc.
2023 - Present • 3 years
Tampa, FL
J.W. Cole Financial, Inc.
2023 - Present • 3 years
Tampa, FL
Parkland Securities
2014 - 2023 • 9 years
Ann Arbor, MI
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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