Todd Owen Loudenslager

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

• 05/2016 → 05/2020
  Mutual Of Omaha Investor Services
  Bloomington, MN
• 03/2016 → 05/2020
  Mutual Of Omaha Insurance Company
  Bloomington, MN
• 05/2020 → Present
  J.W. Cole Financial, Inc.
  Tampa, FL
• 05/2020 → Present
  J.W. Cole Advisors, Inc.
  Tampa, FL

Previous Registrations

• 2016-08-31 → 2020-05-15
  Mutual Of Omaha Investor Services, Inc.
  Bloomington, MN
  La Crosse, WI

Other Businesses

(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.

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-08-25
• S63 Uniform Securities Agent State Law Examination
  2016-07-12