Cason Martin Laase

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

• 05/2023 → Present
  J.W. Cole Financial, Inc.
  Tampa, FL
• 05/2023 → Present
  Highland Money Management
  East Bethel, MN
• 09/2019 → 05/2023
  University Of St. Thomas
  Saint Paul, MN
• 06/2022 → 01/2023
  Highland Money Management
  East Bethel, MN
• 06/2021 → 08/2021
  Cambridge Stone And Tile
  Cambridge, MN
• 09/2019 → 05/2022
  University Of St. Thomas
  Saint Paul, MN
• 08/2012 → 05/2019
  Cambridge-Isanti School District 911
  Cambridge, MN
• 05/2019 → 08/2019
  Na
  Na, MN
• 05/2024 → Present
  J.W. Cole Advisors, Inc.
  Tampa, FL

Other Businesses

(1) Highland Money Management, Inc.; DBA; Investment Related; 23847 Johnson St. NE, East Bethel MN 55005; Financial Advisor; Assist with research, pull together forms, help with client communication, technology operations, and general business operations.

Exams

• S66 Uniform Combined State Law Examination
  2024-05-23