Kole Petersen - Full Swing Financial

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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 goals. 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

We had a wonderful evening at our Rising Health Care Costs seminar, learning more about navigating Medicare and explorin...
10/09/2026

We had a wonderful evening at our Rising Health Care Costs seminar, learning more about navigating Medicare and exploring strategies for healthcare in retirement!

A heartfelt thank you to everyone who attended and helped make this event possible. We appreciate your continued support and enjoyed a great evening of learning, conversation, and connection! 🍇🍷

Keep an eye out for the next event! 🌟

Congratulations on five years, Emily! Thank you for all you do!👏🎉
10/07/2026

Congratulations on five years, Emily! Thank you for all you do!👏🎉

🎉 Happy 5th Anniversary, Emily!

For five years, Emily has been an important part of the Full Swing Financial Planning team, helping keep things running smoothly and making sure our clients receive the support and service they deserve.

Her dedication and willingness to help make a difference every day. We’re so grateful to have her on our team!

Congratulations on 5 years, Emily! Here’s to many more! 💙

09/29/2026

📣 Seats are still available!

Join us for a FREE educational seminar on rising health care costs in retirement and strategies for navigating Medicare.

🍽️ Dinner & drinks provided
📅 Thursday, October 8
⏰ 6:00–7:30 PM
📍 Soldier Creek Winery

Trivia & Prizes!

RSVP by this Thursday to reserve your seat!
📞 515-308-4545
✉️ [email protected]

We’d love to see you there!

Life insurance isn’t just about replacing a paycheck.👨‍👩‍👧‍👦A stay-at-home parent or spouse provides significant value t...
09/23/2026

Life insurance isn’t just about replacing a paycheck.

👨‍👩‍👧‍👦A stay-at-home parent or spouse provides significant value to a family through childcare, transportation, household responsibilities, and so much more. If something unexpected happened, replacing those everyday contributions could come with a substantial cost.

🌟Life insurance can help provide financial support and stability for the people who depend on you, whether or not you are the primary breadwinner.

Financial planning is about more than just investments. 💡 From retirement and debt to insurance, saving, and leaving a l...
09/17/2026

Financial planning is about more than just investments. 💡 From retirement and debt to insurance, saving, and leaving a legacy, the right plan starts with asking the right questions.

Have questions about your financial future? We’re here to help you find the answers.

Your Plan. Your Way. Your Financial Future.

Please join us for an upcoming educational seminar! This event is free and open to the public, and we’d love to see both...
09/14/2026

Please join us for an upcoming educational seminar! This event is free and open to the public, and we’d love to see both new and familiar faces.

Bring a friend, family member, or anyone who may benefit—we hope to see you there!

🌟Join us for an educational evening focused on rising health care costs in retirement and strategies for navigating Medicare.🌟

Full Swing Financial is pleased to welcome special guest speaker Waldean Wall, Vice President, Annuity Advanced Markets with Allianz Life Insurance Company of North America. Gain valuable insights to help you plan for your future with confidence.

📅 Thursday, October 8, 2026
⏰ 6:00–7:30 PM
📍 Soldier Creek Winery | Fort Dodge, IA
🍽️ Dinner & beverages will be provided

Limited seats available! RSVP by September 28th. Please include your name and number of attendees when registering. Please note, limited seating is available.

📧 [email protected]
📞 (515) 308-4545

September is Life Insurance Awareness Month! 💙Life insurance can do more than you might think. From helping replace inco...
09/14/2026

September is Life Insurance Awareness Month! 💙

Life insurance can do more than you might think. From helping replace income and covering final expenses to protecting a business or leaving a legacy for the people you love, the right coverage can play an important role in your overall financial plan.

Have you reviewed your coverage lately? We’re here to help you understand your options and find coverage that fits your needs.

1,000 followers! 🎉Thank you to everyone who has followed along, engaged with my posts, and helped this page reach 1,000 ...
09/12/2026

1,000 followers! 🎉

Thank you to everyone who has followed along, engaged with my posts, and helped this page reach 1,000 followers!

I’m grateful for the opportunity to use this page to share financial education, helpful insights, and a little bit about what’s happening at Full Swing Financial Planning.

I appreciate every one of you! 🌟

Here’s to the next 1,000!

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

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