A sound financial plan starts with trust and communication. Working alongside clients, Cole helps build an individualized strategy tailored for pursuing financial ambitions while preparing for risks.

Cole focuses his practice on assisting clients with:

• Wealth Management
• Retirement Planning
• Tax efficiency
• 529 College Savings
• Long-Term Care Planning

He is also experienced in the Medicare field, including:

• Medicare Advantage plans (Part C)
• Medicare Supplement (Medigap plans)
• Part D Prescription Drug Plans.

Professional licenses and designations include:

• Certified Plan Fiduciary Advisor (CPFA®)
• Series 7 and Series 66 securities registrations with LPL Financial
• AHIP Medicare Certification
• Life and Health Insurance licenses

Coleman is a Registered Representative and Investment Advisor Representative of LPL Financial and has been affiliated with LPL Financial since 2018.

Prior to working as a Financial Advisor, Cole worked at a large accounting firm in Minneapolis where he helped businesses improve processes and compliance. He graduated from the University of Saint Thomas majoring in Business and Entrepreneurship. Cole lives in Eagan with his wife and 3 children. He enjoys giving back to the community through volunteering at Good Shepherd Church and teaching retirement planning seminars around the metro area. He serves clients in Bloomington and Red Wing offices.