Lynda Michele Cichosz

Employer firm

J. W. Cole Advisors, Inc. CRD 112294

$8.25B regulatory AUM 1,971 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars
• HOURLY & FIXED RATE CONSULTING

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2017 → Present
  Trinity Retirement Solutions Llc
  Dousman, WI
• 09/2012 → 07/2017
  Margaret Bolek Dds
  Oak Creek, WI
• 08/2016 → 12/2021
  Self-Employed
  Waterford, WI
• 09/2017 → 08/2026
  Lpl Financial Llc
  Lane Dousman, WI
• 08/2026 → Present
  J.W. Cole Financial, Inc.
  Tampa, FL
• 08/2026 → Present
  J.W. Cole Advisors, Inc.
  Tampa, FL

Previous Registrations

• 2024-10-18 → 2026-08-19
  Lpl Financial Llc
  Waterford, WI
  San Diego, CA
  Dousman, WI

Other Businesses

Willow Wealth Management; Investment Related; 2600 N Mayfair Rd, Ste 1080, Milwaukee, Wi 53226; DBA for marketing purposes; Registered Representative; 08/2026; 160 hrs/mo; 160 hrs/mo during trading hrs; Phone calls, scheduling, placing trades, paperwork.

Exams

• S66 Uniform Combined State Law Examination
  2023-04-14

Other Names

• Lynda Michele Lange
• Lynda Michele Lange