Kole Petersen Email and Phone Number
Kole Petersen work email
- Valid
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Kole Petersen personal email
"Once you know what failure feels like, determination chases success."--Kobe BryantSecurities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer. Member FINRA/SIPC. finra.org sipc.org.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Full Swing Financial Planning
View- Website:
- fullswingfinancial.com
- Employees:
- 6
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Full Swing Financial PlanningFort Dodge, Ia, Us
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Co-Ceo & Financial AdvisorFull Swing Financial Planning Nov 2023 - PresentI am licensed to sell securities in the following states: IA, CA, MD, AR, AZ, FL, TNI am licensed to sell Insurance products in the following states: IA, CA, MD, AR, AZ, FL, TX, TN, WI
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Financial AdvisorCentral Financial Group Nov 2017 - Nov 2023Johnston , Ia, UsFinancial services through Central Financial Group. Focusing on helping individuals, families and businesses plan for today, the future and the unforeseen. Services include investments, insurance and company retirement plan. -
Hybrid Internal Wholesaler/Regional ConsultantPrincipal Funds Feb 2014 - Oct 2017Des Moines, Iowa, UsRegional Consultant for the Greater Chicago Area for independent financial advisors and Wisconsin for wire and independent advisors dealing with retail mutual funds, ETF's and separately managed accounts (SMA's). Traveled 25-50% to territory performing advisor meetings, lunches, and client events including Social Security and Medicare Seminars.Principal Funds are distributed by Principal Funds Distributor. -
Investment CounselorPrincipal Financial Group Jan 2011 - Feb 2014Des Moines, Iowa, UsIRA sales, 401k rollovers -
Investment SpecialistPrincipal Financial Group Nov 2006 - Jan 2011Des Moines, Iowa, UsCustomer Service and management of co-workers
Kole Petersen Skills
Kole Petersen Education Details
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University Of Northern IowaGeneral
Frequently Asked Questions about Kole Petersen
What company does Kole Petersen work for?
Kole Petersen works for Full Swing Financial Planning
What is Kole Petersen's role at the current company?
Kole Petersen's current role is Co-CEO & Financial Advisor at Full Swing Financial Planning.
What is Kole Petersen's email address?
Kole Petersen's email address is pe****@****pal.com
What schools did Kole Petersen attend?
Kole Petersen attended University Of Northern Iowa.
What skills is Kole Petersen known for?
Kole Petersen has skills like Financial Advisory, Retirement Planning, Traditional Ira, Mutual Funds, Life Insurance, Social Security, Series 7, Sales, Series 63, Series 6, Asset Allocation, Roth Ira.
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