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Current Employers
J. W. Cole Advisors, Inc.

4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2023-04-28
  • MN RA
    APPROVED
    Since 2023-04-28

Branch Locations

7400 Metro Blvd Suite 475 Edina Mn 55439 Ste 475, Edina, MN 55439 • United States

4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley Wayzata MN 04/2019 08/2021
Sweet Financial Services Fairmont MN 05/2017 08/2017
S. Peters And Associates Prior Lake MN 05/2018 08/2018
University Of Minnesota Minneapolis MN 07/2015 05/2019
Midwest Money Management Inc. Lakeville MN 09/2021 Present
Spc Lakeville MN 02/2022 04/2023
Parkland Securities Lakeville MN 09/2021 04/2023
J.W. Cole Financial, Inc. Tampa FL 04/2023 Present
J.W. Cole Advisors, Inc. Tampa FL 04/2023 Present
  • 04/2019 → 08/2021
    Wayzata, MN
  • 05/2017 → 08/2017
    Sweet Financial Services
    Fairmont, MN
  • 05/2018 → 08/2018
    S. Peters And Associates
    Prior Lake, MN
  • 07/2015 → 05/2019
    University Of Minnesota
    Minneapolis, MN
  • 09/2021 → Present
    Midwest Money Management Inc.
    Lakeville, MN
  • 02/2022 → 04/2023
    Lakeville, MN
  • 09/2021 → 04/2023
    Parkland Securities
    Lakeville, MN
  • 04/2023 → Present
    J.W. Cole Financial, Inc.
    Tampa, FL
  • 04/2023 → Present
    J.W. Cole Advisors, Inc.
    Tampa, FL
Previous Registrations
  • 2022-02-04 → 2023-04-28
    Lakeville, MN
  • 2019-07-10 → 2021-08-16
    Wayzata, MN
Other Businesses

(1) LGH Wealth Management; DBA; Financial Planning; Investment Related; 7400 Metro Blvd, Ste 475, Edina, MN 55439; Financial Planner; Start 10/16/2025; 40 hours/month during trading. (2) Calvary Wealth Management; Tax Pass through entity; Investment Related; 7400 Metro Blvd, Ste 475, Edina, MN 55439; I own the LLC Calvary Wealth Management which will be used for my taxes; Start 10/16/2025; 40 hours/month during trading. (3) Elko New Market Chamber of Commerce; Not investment related; 2067 Wild Wings Pass, Elko New Market MN 55054; Board of Director; Overseeing decisions of he chamber in a board capacity, potentially voting along with other board members on issues and attending events; Start 1/15/2025; 5 hours/month during trading. (4) Connor Thielfoldt / LGH Wealth Management; Insurance license/sales; 7400 Metro Blvd, suite 475, Edina MN 55439; Investment related; Insurance Producer; Start Date:  1/6/2026; 5 hours/month during trading. (5) Angels of Hope ("trusted Financial Planner); 7400 Metro Blvd, Suite 475, Edina MN 55439; Investment Related; Financial Planner/Educator/Resource; Helping educate this charities donors on financial planning items; Start 3/2026; 1-2 hours/month during trading.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-07-10
  • S66 Uniform Combined State Law Examination
    2019-07-10
Designations
Other Names
  • Connor A Thielfoldt
  • Connor A Thielfoldt
  • Connor Alan Thielfoldt

View on SEC IAPD

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