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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karl? Claim Your ProfileKarl Jacobsen is an Investment Advisor Representative at SPC. Karl has 34 years of experience in the financial services industry. Karl is registered in 14 states. Karl's current registrations include Arizona and Iowa. Karl offers investment advisory services including portfolio management, financial planning, pension consulting, educational seminars, and consultation services.
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.
Consultation services
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.
A percentage of the total value of assets under management is charged.
Seminar attendance fees
1
2
MI
11/18/2019 - Present
SPC (ANN ARBOR MI)
IA
03/01/2010 - 11/20/2019
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. (DECORAH IA)
IA
10/30/2007 - 03/01/2010
SECURITIES AMERICA, INC. (DECORAH IA)
IA
06/25/2003 - 10/31/2007
BROKER DEALER FINANCIAL SERVICES CORP. (DECORAH IA)
MN
07/26/2001 - 07/17/2003
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
IN
05/01/1996 - 07/30/2001
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. (INDIANAPOLIS IN)
IL
03/15/1996 - 05/01/1996
FIRST NBD INVESTMENT SERVICES, INC. (CHICAGO IL)
CA
06/20/1994 - 03/14/1996
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
VA
12/15/1988 - 06/20/1994
FORTH FINANCIAL SECURITIES, CORPORATION (RICHMOND VA)
BC
Issued 12/13/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/12/1996
Series 7 - General Securities Representative Examination
BC
Issued 12/13/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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