Kole Petersen - Full Swing Financial

Kole Petersen - Full Swing Financial Our team takes a "full swing" approach to helping you plan for your financial future. He has passed the Series 6, 7, 63, and 66 securities exams.

Kole founded Full Swing Financial Planning in 2023 with Co-CEO Cole Jaeschke and COO Baileigh Ashbrook. Kole and his team have developed a process that puts clients at the center of everything they do, from investments and life insurance to developing a comprehensive retirement plan. The “full swing” approach means that all the details are taken care of and work together to help you achieve your g

oals. Kole has almost 20 years of experience helping people invest, save, and plan for each stage of life. Kole got his start at Principal Financial Group, working in the 401(k) department. Kole is a fiduciary financial advisor. He has his life, health, and accident Iowa Insurance license. Kole, Cole, and Baileigh team up for the “How to Money with Kole and Cole” podcast, tackling financial topics and interviewing entrepreneurs to find out how they achieved their goals. Kole has served on several boards, including the Leadership Fort Dodge steering committee, Fort Dodge County Club Board, and the First United Methodist Church Finance Committee. Kole is also a volunteer youth sports coach. Kole and his wife Molly have four kids: Joseph, David, Elya, and Etta. They enjoy golfing, fishing, and cheering on the Chicago Cubs as a family. Quote: "Once you know what failure feels like, determination chases success."--Kobe Bryant

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). www.finra.org, www.sipc.org. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed as to accuracy and completeness. Kole is licensed to sell Insurance products in the following states: IA, CA, MD, AR, AZ, FL, TX, TN, WI
Kole is licensed to sell securities in the following states: IA, CA, MD, AR, AZ, FL, TN

🎒 Your Family Has Changed... Has Your Coverage?Maybe you've:👶 Welcomed a new baby.💍 Gotten married.🏠 Bought a home.💼 Sta...
07/22/2026

🎒 Your Family Has Changed... Has Your Coverage?

Maybe you've:
👶 Welcomed a new baby.
💍 Gotten married.
🏠 Bought a home.
💼 Started a new job.
🎓 Sent a child to college.

When life changes, your insurance needs often change too.

A quick policy review can help ensure your coverage still matches your family's needs.

🍦 July is National Ice Cream Month! 🍦A smart budget isn't about saying "no" to everything—it's about planning so you can...
07/21/2026

🍦 July is National Ice Cream Month! 🍦

A smart budget isn't about saying "no" to everything—it's about planning so you can enjoy life's little treats guilt-free.

What's your favorite ice cream flavor? 🍨👇

🎆 Happy Independence Day! 🎆Today, we celebrate the freedoms we enjoy, the communities we're proud to be part of, and Ame...
07/04/2026

🎆 Happy Independence Day! 🎆

Today, we celebrate the freedoms we enjoy, the communities we're proud to be part of, and America's 250th birthday.

We hope your 4th of July is filled with laughter, great memories, and time spent with the people who matter most. Have a fun, safe, and memorable holiday!!

Happy 250th Birthday, America! ❤️🤍💙

07/02/2026
📖 Retirement isn't the finish line—it's your next chapter. Make sure your financial plan is ready for the journey ahead....
06/30/2026

📖 Retirement isn't the finish line—it's your next chapter. Make sure your financial plan is ready for the journey ahead.

🎆 The Fourth of July is right around the corner!As we head into a holiday filled with family, friends, and fireworks, re...
06/30/2026

🎆 The Fourth of July is right around the corner!

As we head into a holiday filled with family, friends, and fireworks, remember that financial freedom starts with the small decisions we make every day.

Enjoy the celebrations, stay safe, and don't forget to make time for what matters most.

06/27/2026

You’ve worked hard to build your future. Now it’s time to enjoy it. 🌟

Retirement isn’t just about reaching a number; it’s about having the freedom to spend time with the people and activities you love most.

Let us help create a plan that supports the life you envision.

06/26/2026

Summer is busy — but your future goals still matter 🌱

One of the best financial habits?
Pay yourself first.

Even during your busy season, continuing consistent savings and retirement contributions can help keep you on track long-term. 💸

Cyber Safety Tips for Your Financial Accounts ➡️🔒 Use strong, unique passwords📱 Enable two-factor authentication🚫 Avoid ...
06/24/2026

Cyber Safety Tips for Your Financial Accounts ➡️

🔒 Use strong, unique passwords
📱 Enable two-factor authentication
🚫 Avoid clicking suspicious links
💻 Keep devices and software updated
📶 Avoid accessing accounts on public Wi-Fi
📊 Monitor your accounts regularly

Stay vigilant. Stay secure.
Your financial future is worth protecting.

Address

1725 1st Avenue South
Fort Dodge, IA
50501

Opening Hours

Monday 8am - 4pm
Tuesday 8am - 4pm
Wednesday 8am - 4pm
Thursday 8am - 4pm
Friday 8am - 4pm

Alerts

Be the first to know and let us send you an email when Kole Petersen - Full Swing Financial posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Kole Petersen - Full Swing Financial:

Share