TL
Todd O. Loudenslager
J. W. COLE ADVISORS
Edina, MN 55439
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CRD#: 6656400
TL
Professional summary
Todd Owen Loudenslager is a registered financial advisor currently at J. W. COLE ADVISORS, INC. located in Edina, Minnesota and J.W. COLE FINANCIAL, INC. located in Edina, Minnesota.
Todd is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2016. Todd has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
(1) DBA - Luebeck Geisler Hamm Wealth Management, Inc.; investment related; managing director - start date 4/20/2015; 7400 Metro Blvd, Suite 475, Edina, MN 55439; financial planning, investments & insurance; 170 hours per month, 160 during trading. (2) West Point Society of MN; not investment related; president - start date 3/1992; 16332 Baywood Lane, Eden Prairie, MN 55346; administration, event planning & attendance; 5 hours per month, 2 hours during trading.
CRS (Client Relationship Summary) - RIA
Click below to view Todd Owen Loudenslager's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
May 15, 2020 - Present
J. W. COLE ADVISORS, INC.
Office #1: 7400 Metro Blvd Suite 450, Edina, MN 55439RIA
CRD#: 112294
Edina, MN
Current
May 15, 2020 - Present
J.W. COLE FINANCIAL, INC.
Office #1: 7400 Metro Blvd. Suite 475, Edina, MN 55439BD
CRD#: 124583
Edina, MN
Past
August 31, 2016 - May 15, 2020
MUTUAL OF OMAHA INVESTOR SERVICES, INC.
RIA
CRD#: 611
BLOOMINGTON, MN
Past
July 5, 2016 - May 15, 2020
MUTUAL OF OMAHA INVESTOR SERVICES, INC.
BD
CRD#: 611
BLOOMINGTON, MN
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
JW
J. W. COLE ADVISORS, INC.
ESHBACH RETIREMENT PLANNING | TILCHIN ASSET MANAGEMENT | JONATHAN ROBERTS ADVISORY GROUP, INC. | JONATHAN ROBERTS ADVISORY GROUP | JAFFE TILCHIN INVESTMENT PARTNERS | J.W. COLE ADVISORS, INC. | J. W. COLE ADVISORS, INC.
CRD#: 112294 / SEC#: 801-60722
RIA
Registered Investment Advisory firm - (11/23/2001 Approved)Arizona
Registered Investment Advisory firm - (12/4/2001 Terminated)Florida
Registered Investment Advisory firm - (12/5/2001 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(5/15/2020)
RR
Delaware(1/5/2021)
RR
Minnesota(5/15/2020)
IAR
Minnesota(5/15/2020)
RR
New Jersey(5/15/2020)
RR
Ohio(5/15/2020)
RR
Pennsylvania(9/15/2025)
IAR
Texas(10/22/2025)
RR
Wisconsin(5/15/2020)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
JW
J. W. COLE ADVISORS, INC.
ESHBACH RETIREMENT PLANNING | TILCHIN ASSET MANAGEMENT | JONATHAN ROBERTS ADVISORY GROUP, INC. | JONATHAN ROBERTS ADVISORY GROUP | JAFFE TILCHIN INVESTMENT PARTNERS | J.W. COLE ADVISORS, INC. | J. W. COLE ADVISORS, INC.
CRD#: 112294 / SEC#: 801-60722
RIA
Registered Investment Advisory firm - (11/23/2001 Approved)Arizona
Registered Investment Advisory firm - (12/4/2001 Terminated)Florida
Registered Investment Advisory firm - (12/5/2001 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634
Mailing Address
Phone number
(813) 935-6776
Established
Firm type
Fiscal year end
# of Employees
512
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 29,614 |
| AUM (Assets Under Management) | $ 7,195,237,282 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
