East Bethel, MN Office

Team
Updated today

Client AUM

$7,892,740,504

Clients

30,867

Advisors

4

Of 487 advisors across 206 offices

Location

23847 Johnson St NE

East Bethel MN 55005

Advisors at this office

4

Advisors at this office

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Gregory G

Series 63, Series 65

East Bethel, MN

J. W. Cole Advisors, Inc.

Gregory Gorman is a financial advisor at J. W. Cole Advisors, Inc. with 29 years of industry experience. He has previously worked at Parkland Securities and Sigma Planning Corporation. Outside of his advisory role, he occasionally competes in demolition derbies at local county fairs. J. W. Cole Advisors serves individuals, charities, corporations, and retirement plans through a network of more than 400 independent investment adviser representatives, offering portfolio management, financial planning, access to third-party managers, and multiple managed account solutions.

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

Series 63

East Bethel, MN

J. W. Cole Advisors, Inc.

Randell Chumley is a financial advisor at J. W. Cole Advisors, Inc. with 29 years of industry experience. He holds a Series 63 designation and has worked at Parkland Securities and SPC prior to joining J. W. Cole Advisors. Outside of his advisory role, he is president of Highland Money Management, Inc. and participates in local community service by delivering food to a local food shelf. J. W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, retirement plans, and other entities through a national network of more than 400 independent investment adviser representatives. The firm provides portfolio management, fee-based financial planning, access to third-party managers, and multiple managed account solutions, with investment decisions made on discretionary or non-discretionary bases.

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

Series 66

East Bethel, MN

J. W. Cole Advisors, Inc.

Cason Laase is a financial advisor at J. W. Cole Advisors, Inc. with two years of industry experience. He holds a Series 66 designation and has worked at Highland Money Management and the University of St. Thomas. In addition to his advisory role, he assists with research, client communication, technology operations, and general business functions at Highland Money Management. 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 representatives. The firm provides portfolio management, financial planning, access to third-party managers, and multiple managed account solutions.

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

Series 63, Series 66

East Bethel, MN

J. W. Cole Advisors, Inc.

David Johnson is a financial advisor at J.W. Cole Advisors, Inc. with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Parkland Securities and Sigma Planning Corp. Outside of his advisory role, he owns and operates Linwood Harvest and Hive, a hobby farm. 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 investment adviser representatives. The firm offers a range of portfolio management and financial planning services, utilizing both discretionary and non-discretionary investment strategies.

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