Todd
Loudenslager
J. W. Cole Advisors, Inc
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About this Advisor
Todd Loudenslager is a financial advisor based in Tampa, Florida, working with J. W. Cole Advisors, Inc. Todd has previously held positions at Mutual Of Omaha Investor Services, Mutual Of Omaha Insurance Company, U.S. Bank Na, J.W. Cole Financial, Inc, and J.W. Cole Advisors, Inc. Todd has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Minnesota. Currently, Todd is part of J. W. Cole Advisors, Inc, which operates out of Tampa, Florida. The firm has 388 offices and 512 employees. The firm manages assets totaling $5.7 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars, and other services. The fee structure at J. W. Cole Advisors, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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J. W. Cole Advisors, Inc Brokerage Details
$5,735,868,013
512
25,612
$223,952
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
- Other
Todd Loudenslager Work History
J.W. Cole Financial, Inc
J.W. Cole Advisors, Inc
Mutual Of Omaha Investor Services
Mutual Of Omaha Insurance Company
U.S. Bank Na
Disclosures
Please visit the SEC profile of Todd Loudenslager to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at J. W. Cole Advisors, Inc
Greenbelt, MD
West Palm Beach, FL
Mckeesport, PA
Rockledge, FL
Tampa, FL
Tampa, FL
Tampa, FL
Delray Beach, FL
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