Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
15 years
Location
Logan, IA 51546
J. W. Cole Advisors, Inc.
Enterprise
Brian Fitzpatrick is a financial advisor at J.W. Cole Advisors, Inc. with 14 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones and Farm Bureau. Outside of finance, he has acted in commercials since 2010. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent advisers. The firm offers a range of portfolio management and financial planning services, utilizing discretionary and non-discretionary investment approaches supported by 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
Logan, IA
312 E 7th Street
Logan IA 51546
Advisors at this office
1
Iowa · Nebraska
15 years of industry experience
J.W. Cole Advisors, Inc.
2025 - Present • 1 year
Tampa, FL
J.W. Cole Financial, Inc.
2025 - Present • 1 year
Tampa, FL
FBl Marketing Services, LLC
2019 - 2025 • 6 years
West Des Moines, IA
Farm Bureau
2019 - 2025 • 6 years
Omaha, NE
Edward Jones
2011 - 2019 • 8 years
St Louis, MO
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.
Series 65
Minden, IA
Empower Advisory Group
Austin Beebe is a financial advisor at Empower Advisory Group with a Series 65 designation and over six years of industry experience. His prior roles include positions at Personal Capital, UBS, and DV Trading. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain IRA and retail brokerage clients, delivering services through integrated platforms that emphasize long-term portfolio returns and annual rebalancing.
Series 66
Logan, IA
Edward Jones
Scott Breyfogle is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2023, he worked in education for over 16 years, including positions at Woodbine Community School District and Maple Valley Anthon Oto Community School District. He also teaches personal finance courses through Ignite Pathways. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices across the United States.
Series 66
Missouri Valley, IA
Edward Jones
Kaintrel Unger is a Series 66-licensed financial advisor with Edward Jones, based in Missouri Valley, Iowa, with 10 years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.
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