RBC Capital Markets
37yrs
Top 4% by experience in Fond Du Lac
4yrs
Jack Cole is a fiduciary financial advisor in Fond Du Lac, Wisconsin, with 4 years in the industry. Jack joined LPL Financial in 2023, a firm offering financial planning, investment management, and educational workshops. LPL Financial reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 76 advisors with offices in Fond Du Lac, and one of 68 fiduciaries.
At a glance
Experience4 years (since 2022)
How that compares ?4 years in the industry
Office1080 S Main St, Fond Du Lac, WI 54935
FirmLPL Financial
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$399,489
Advisors at the firm23,459
States licensed ?1 state
Services through LPL Financial
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2023 – nowLPL Financial LLCCurrent firm
Contact Jack
1080 S Main StFond Du Lac, WI 54935Office · Get directions Firm main line(704) 733-3300Headquarters: LPL Financial · Fort Mill, SC Facebook pageLPL Financial
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Questions to ask Jack
Tailored to Jack’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Jack
How do I contact Jack?
Call LPL Financial at (704) 733-3300 and ask for Jack Cole. Jack works from the Fond Du Lac, WI office.
How long has Jack been a financial advisor?
Jack has been in the industry since 2022, about 4 years. 4 years in the industry.
What licenses does Jack hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Jack a fiduciary?
Jack is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jack paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Jack for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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