Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Kettwig is a financial advisor who has been in the industry since 2007. Jacob is registered with Cambridge Investment Research Advisors, Inc. and has a Series 7, Series 66, and SIE license. Jacob is a licensed financial advisor in several states, including Minnesota, Texas, Florida, Iowa, Massachusetts, Oklahoma, South Dakota, Wisconsin and others. Prior to joining Cambridge Investment Research Advisors, Inc. Jacob worked at FSC Securities Corporation and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Jacob offers a range of financial planning services, including portfolio management for individuals and businesses, pension consulting, financial planning and educational seminars. Jacob is also a registered Investment Advisor Representative of a Registered Investment Advisor.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
MN
02/01/2023 - Present
Cambridge Investment Research Advisors, Inc. (Lakeville MN)
MN
12/14/2009 - 02/03/2023
FSC SECURITIES CORPORATION (LAKEVILLE MN)
MN
09/10/2007 - 12/16/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BLOOMINGTON MN)
BOTH
Issued 10/03/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/07/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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