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Cole J

Series 66

Fort Dodge, IA

LPL Financial

Cole Jaeschke is a financial advisor with LPL Financial in Fort Dodge, IA, holding a Series 66 designation and 10 years of industry experience. His career includes roles at Edward Jones, Royal Alliance Associates, and multiple financial services firms. Outside of advising, he is involved in several family and business ventures, including ownership of a family farm and an industrial mechanic services business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a broad network of representatives to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management solutions, utilizing both proprietary and third-party investment strategies.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Edward D

Series 66

Fort Dodge, IA

LPL Financial

Edward Doyle is a financial advisor with LPL Financial in Fort Dodge, Iowa, holding a Series 66 designation and six years of industry experience. His prior experience includes roles at Royal Alliance, Central Financial Group, Bankers Life, and nearly a decade at Fort Dodge Country Club. Outside of advising, Doyle works as a basketball referee in Boone, Iowa. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by extensive technology and a broad network of over 22,800 advisors.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Benjamin E

Series 66

Fort Dodge, IA

LPL Financial

Benjamin Egli is a financial advisor with LPL Financial in Fort Dodge, Iowa. He holds a Series 66 designation and has been working in the industry since 2026. Prior to his current role, he was involved with Full Swing Financial Planning and has experience in entrepreneurial ventures such as Yachtmen Boat Cleaning and Bison Roofing LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a variety of advisory and brokerage services, including model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Kole P

Series 63, Series 66

Fort Dodge, IA

LPL Financial

Kole Petersen is a financial advisor with LPL Financial in Fort Dodge, Iowa, holding Series 63 and Series 66 licenses, with 19 years of industry experience. His prior roles include positions at Royal Alliance Associates, Sii, and Principal Funds Distributor, Inc. Petersen maintains an ownership interest in Petersen Financial Planning LLC, a separate business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, providing advisory services through a large network of representatives using a variety of strategic and tactical investment approaches.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Baileigh A

Series 65, Series 63

Fort Dodge, IA

LPL Financial

Baileigh Ashbrook is a financial advisor with LPL Financial, holding Series 65 and Series 63 licenses and six years of industry experience. Prior to joining LPL in 2023, she worked at several firms including Petersen Financial LLLC Planning, Royal Alliance, and Central Financial Group. Outside of advisory services, she has engaged in entrepreneurial activities such as operating a Tropical Smoothie Cafe in Fort Dodge. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, portfolio management, and institutional platforms, supporting advisors with research and operational tools while overseeing over $819 billion in discretionary assets.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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