Lars Eric Engman

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

• 06/2024 → Present
  J.W. Cole Financial, Inc.
  Tampa, FL
• 07/2022 → 06/2024
  One Source Virtual
  Dallas, TX
• 05/2021 → 06/2022
  Isolved Hcm
  Raleigh, NC
• 03/2021 → 04/2021
  Self Employed
  Woodbury, MN
• 06/2020 → 02/2021
  Jobvite
  Indianapolis, IN
• 11/2019 → 05/2020
  Self Employed
  Woodbury, MN
• 04/2007 → 11/2019
  Ceridian
  Bloomington, MN
• 01/2025 → Present
  J.W. Cole Advisors, Inc.
  Tampa, FL

Other Businesses

(1) New Horizons BFS LLC; DBA; 8647 Eagle Point Blvd., Suite 1, Lake Elmo MN 55042; Investment Related; Partner; Provide advice and guidance to clients, Investments, Financial Planning; Start 3/1/25; 160 hours/month during trading.

Exams

• S66 Uniform Combined State Law Examination
  2024-11-27

Other Names

• Lars Engman