Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jodi? Claim Your ProfileJodi Marie Tacker is a financial advisor who has been working in the industry since 2008. Currently registered with Cambridge Investment Research Advisors, Inc. in Fairfield, IA, Jodi has a broad range of experience and holds licenses and certifications, including Series 7, Series 24, and Series 66. Jodi previously worked with Berthel, Fisher & Company Financial Services, Inc. in Cedar Rapids, IA.
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
IA
07/26/2022 - Present
Cambridge Investment Research Advisors, Inc. (Fairfield IA)
IA
03/25/2008 - 03/26/2020
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. (CEDAR RAPIDS IA)
BOTH
Issued 07/23/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/03/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/24/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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