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Jonathan H

Series 63, Series 65

La Crosse, WI

J. W. Cole Advisors, Inc.

Jonathan Holthaus is a financial advisor at J.W. Cole Advisors, Inc. with 14 years of industry experience. He previously worked at Mutual of Omaha and Mutual of Omaha Investor Services and holds Series 63 and Series 65 licenses. Outside of his advisory role, he owns and manages Country Boom LLC, a music festival, and Holthaus Financial Group, which focuses on life and long-term care insurance sales. J.W. Cole Advisors serves individual, high-net-worth, and institutional clients through a large network of independent advisers, offering fee-based portfolio management, financial planning, and retirement services among other investment options. The firm employs both discretionary and non-discretionary management strategies and integrates digital advice and multiple custodial platforms in client solutions.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Retired Founder/Business Owner
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