Kyle James Luebeck

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

• 01/2011 → 05/2020
  Mutual Of Omaha
  Bloomington, MN
• 06/2011 → 05/2020
  Mutual Of Omaha Investor Services, Inc
  Omaha, NE
• 05/2020 → Present
  J.W. Cole Financial, Inc.
  Tampa, FL
• 05/2020 → Present
  J.W. Cole Advisors, Inc.
  Tampa, FL

Previous Registrations

• 2014-06-16 → 2020-05-15
  Mutual Of Omaha Investor Services, Inc.
  La Crosse, WI
  Bloomington, MN

Other Businesses

(1) DBA - Luebeck Geisler Hamm Wealth Management, Inc.; DBA; investment related; 7400 Metro Blvd, Suite 475, Edina, MN 55439; founder/owner; Adviser; financial planning, investments and sales of fixed annuity, Life, Disability, LTC insurance; Start date 4/20/2015; 170 hours per month, 140 during trading (60 hrs./mo. spent on insurance sales during trading hours). (2) Luebeck Real Estate Holdings LLC; not investment related; owner - start date - 4/2018; holding company for rental properties; 15624 Harmony Court, Apple Valley, MN 551244; 10 hours per month, 0 during trading. (3) Roi/Emporium/Business Insider; Not investment related; panelist; selected to be on a panel randomly with other advisors to provide insights on software, best practices, etc.; Start 1/22/25; Less than 1 hour/month.

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-06-14
• S63 Uniform Securities Agent State Law Examination
  2011-09-16