Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Kluesner is a financial advisor registered with Northwestern Mutual Investment Services, LLC. Jacob has been in the financial industry since February 2019. Jacob is licensed to provide investment advice and sell securities in several states, including Iowa, Wisconsin, Colorado, Illinois, Indiana, Minnesota, Missouri, Tennessee, Georgia, New York, and North Dakota.
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.
Investment research; referrals to other advisers
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.
Referral fees
1
2
IA
02/14/2019 - Present
Northwestern Mutual Investment Services, LLC (DUBUQUE IA)
BC
Issued 03/26/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/14/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/09/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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