Jacob Cramond (CRD# 7422281) is an Investment Advisor Representative working at Schwan Financial Advisors, LLC in Aberdeen, SD and has over 2 years of experience in the finance industry.
CRD# 5801352
Lpl Financial LLC
CRD# 4965531
Ameriprise Financial Services, LLC
CRD# 4053378
U.s. Bancorp Investments, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Kovack Securities, Inc. | Fort Lauderdale, FL | Sep 2023 - Current | < 1 |
| Schwan Financial Advisors, LLC | Aberdeen, SD | Sep 2023 - Current | < 1 |
| U.s. Bancorp Investments, Inc. | Aberdeen, SD | Aug 2021 - Sep 2023 | 2 |
| U.s. Bank | Aberdeen, SD | Jun 2017 - Sep 2023 | 6 |
| Unemployed | Aberdeen, SD | Jan 2017 - Jun 2017 | < 1 |
| Cortrust Bank | Aberdeen, SD | Sep 2016 - Jan 2017 | < 1 |
| Unemployed | Golden Valley, MN | Jul 2016 - Sep 2016 | < 1 |
| Jp Morgan Chase | St. Louis Park, MN | Apr 2012 - Jul 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2021 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2023 |
- SD
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AZ, FL, IA, LA, MI, MN, MS, ND, SD, TX
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.