Advisor at J. W. Cole Advisors, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
J. W. Cole Advisors, Inc.
Location
Rock Springs, WY 82901
Credentials
Series 63, Series 65
Industry experience
37 years
Michael Majhanovich is a financial advisor with J.W. Cole Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He previously worked at LPL Financial, LLC for 12 years before joining J.W. Cole Advisors. Outside of his advisory role, he is a partner in Wyoming Wealth Management and serves as president of Michael Majhanovich, Inc., a corporation focused on tax services. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent investment adviser representatives. The firm offers portfolio management, financial planning, access to third-party managers, and multiple managed account solutions, with investment decisions implemented on a discretionary or non-discretionary basis.
Based on J. W. Cole Advisors, Inc.
Based on J. W. Cole Advisors, Inc.
Flat fees available for financial planning and consulting services; amounts negotiated
$0 - $250,000: 1.50% $250,001 - $500,000: 1.25% $500,001 - $1,000,000: 1.00% $1,000,001+: 0.75%
IARs may receive commissions for securities and insurance products when acting as registered representatives or insurance agents
Up to $350 per hour for financial planning and consulting
Ongoing financial planning and consulting services may be charged on a recurring fee basis
Account minimum: $10,000 for Transaction-Based Advisory Account Programs; $100,000 for Asset-Based Advisory Account Program; $10,000 for FMAX Program; no minimum for financial planning services but minimum fee applies Minimum fee: Minimum fee generally 0.25%; maximum fee generally 3.00%; exceptions and waivers possible Fee-only: Financial planning and consulting services offered for hourly fees up to $350/hour, flat fees, or ongoing recurring fees
2620 Commercial Way, Suite 100
Rock Springs, WY 82901
Texas · Wyoming
J.W. Cole Advisor, Inc
2023 - Present (3 years)
J.W. Cole Financial, Inc.
2023 - Present (3 years)
LPL Financial, llc
2011 - 2023 (12 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®
Rock Springs, WY
One Wealth Map, LLC
Series 63, Series 65
Rock Springs, WY
J. W. Cole Advisors, Inc.
Series 66
Rock Springs, WY
LPL Financial
Series 66
Rock Springs, WY
LPL Financial
Series 63, Series 66
Green River, WY
LPL Enterprise
Series 66
Rock Springs, WY
LPL Financial
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