Ameriprise Financial Services
42yrs
Top advisor by experience in Lake Elmo
2yrs
Lars Engman has worked in the financial industry for 2 years and is a fiduciary financial advisor based in Lake Elmo, Minnesota. Lars joined J. W. Cole Advisors in 2025, a firm offering financial planning, investment management, and selecting outside investment managers. J. W. Cole Advisors reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 73 advisors with offices in Lake Elmo, and one of 62 fiduciaries.
At a glance
Experience2 years (since 2024)
How that compares ?2 years in the industry
Office8647 Eagle Point Blvd. Suite 1, Lake Elmo, MN 55042
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$255,702
Advisors at the firm498
States licensed ?1 state
Services through J. W. Cole Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managersEducational 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.
Series 66Uniform Combined State Law Examination
Career
- Jan 2025 – nowJ. W. Cole Advisors, Inc.Current firm
Contact Lars
8647 Eagle Point Blvd. Suite 1Lake Elmo, MN 55042Office · Get directions Firm main line(813) 935-6776Headquarters: J. W. Cole Advisors · Tampa, FL Firm websitewww.jw-cole.com
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Lars
Tailored to Lars’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Lars
How do I contact Lars?
Call J. W. Cole Advisors at (813) 935-6776 and ask for Lars Engman. Lars works from the Lake Elmo, MN office.
How long has Lars been a financial advisor?
Lars has been in the industry since 2024, about 2 years. 2 years in the industry.
What licenses does Lars hold?
Series 66. Tap any license on this page to see what it allows.
Is Lars a fiduciary?
Lars is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Lars paid?
J. W. Cole Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Lars 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.
Other advisors nearby
Principal Securities
40yrs
Top 2% by experience at Principal Securities
LPL Financial
39yrs
Top 4% by experience in Minnesota
LPL Financial
39yrs
Top 4% by experience in Minnesota
Thrivent Investment Management
39yrs
Top 1% by experience at Thrivent Investment Management
LPL Financial
39yrs
Top 5% by experience in Minnesota