Edina, MN Office

Alec Engman is a financial advisor at J. W. Cole Advisors, Inc. with two years of industry experience. He holds a Series 66 credential and has previously worked at firms including Thrivent Financial and Principal Life Insurance Company. Outside of his advisory role, he works as an evening delivery driver for Domino's Pizza. J. W. Cole Advisors operates a large network of independent advisers and offers fee-based portfolio management, financial planning, retirement services, and access to multiple investment platforms for individuals, high-net-worth clients, and institutions. The firm employs a variety of investment strategies and platforms, providing both discretionary and non-discretionary account management.

Todd Loudenslager is a financial advisor with J.W. Cole Advisors, Inc. in Edina, MN, holding Series 63 and Series 65 credentials with 10 years of industry experience. Prior to joining J.W. Cole Advisors in 2020, he worked at Mutual of Omaha Investor Services and Mutual of Omaha Insurance Company. He is also president of the West Point Society of Minnesota. J.W. Cole Advisors operates a large network of independent Investment Adviser Representatives and offers fee-based portfolio management, financial planning, retirement plan services, and access to various investment platforms for individual, high-net-worth, and institutional clients.

Jacob Reinhardt is a CFP® with 10 years of experience in the financial services industry. He currently works at J.W. Cole Advisors, Inc. and has prior experience at Charles Schwab, TD Ameritrade, and Scottrade. J.W. Cole Advisors operates through a large network of independent Investment Adviser Representatives and offers fee-based portfolio management, financial planning, retirement plan services, and access to third-party manager platforms for individual, high-net-worth, and institutional clients. The firm utilizes a combination of fundamental and technical analysis alongside digital advice tools and provides both transaction-based and wrap-managed program options.

Connor Thielfoldt is a CFP® with seven years of industry experience, currently serving as a financial advisor at J.W. Cole Advisors, Inc. His prior roles include positions at Morgan Stanley, Midwest Money Management Inc., and SPC. He serves on the board of directors for the Elko New Market Chamber of Commerce. J.W. Cole Advisors operates a large network of independent advisors and provides fee-based portfolio management, financial planning, retirement plan services, and access to third-party managers for individual, high-net-worth, and institutional clients. The firm employs a mix of fundamental and technical analysis and integrates digital advice providers across multiple custodial platforms.

Lisa Luebeck is a financial advisor with J.W. Cole Advisors, Inc. in Edina, MN, holding Series 63 and Series 65 credentials and nine years of industry experience. She previously worked at Mutual of Omaha Investor Services and Park Avenue Securities. Outside of her advisory role, she is also a freelance musician. J.W. Cole Advisors operates a large network of independent Investment Adviser Representatives, providing fee-based portfolio management, financial planning, retirement plan services, and access to multiple third-party managers and digital advice platforms for individuals, high-net-worth clients, and institutions.

Caleb Landry is a financial advisor at J.W. Cole Advisors, Inc. with one year of industry experience. He holds a Series 66 credential and has prior work experience in education and the concrete industry. Outside of his advisory role, Landry works part-time as a restaurant server and is a licensed insurance agent. J.W. Cole Advisors is a large enterprise firm serving individuals, high-net-worth clients, and institutions with fee-based portfolio management, financial planning, and retirement services. The firm employs a range of discretionary and non-discretionary strategies and integrates digital advice platforms alongside traditional investment management.

Kyle Luebeck is a financial advisor with J.W. Cole Advisors, Inc., holding Series 63 and Series 65 licenses and 14 years of industry experience. His prior experience includes roles at Mutual of Omaha and Mutual of Omaha Investor Services. He is also a panelist for Roi/Emporium/Business Insider, providing insights on software and best practices. J.W. Cole Advisors is an SEC-registered firm serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent advisers. The firm offers portfolio management, fee-based financial planning, and access to various managed account solutions, with investment decisions made on a discretionary or non-discretionary basis.

Daniel Geisler is a financial advisor at J.W. Cole Advisors, Inc. with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at TD Ameritrade Investment Management, LLC, TD Ameritrade, Inc., and Scottrade. Geisler is also the founder and owner of Luebeck Geisler Hamm Wealth Management, Inc., focusing on financial planning, investments, and insurance. J.W. Cole Advisors operates a large network of independent advisors and provides fee-based portfolio management, financial planning, retirement plan services, and access to third-party manager platforms for individuals, high-net-worth clients, and institutions. The firm employs a mix of discretionary and non-discretionary management strategies, including fundamental and technical analysis, and utilizes digital advice providers and multiple custodial platforms.