Jacob Cote (CRD# 6105596) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Appleton, WI and has over 11 years of experience in the finance industry.
CRD# 3078445
Mcglone Suttner Wealth Management, Inc.
CRD# 4323474
Lpl Financial LLC
CRD# 1487537
Northwestern Mutual Investment Services,llc
Company Name | Location | Dates | Years |
---|---|---|---|
U.s. Bancorp Investments, Inc. | Appleton, WI | Jul 2018 - Current | 5 |
Raymond James Financial Sevices, Inc. | Rochester, MN | Mar 2017 - Jun 2018 | 1 |
Raymond James Financial Services Advisors Inc. | Rochester, MN | Mar 2017 - Jun 2018 | 1 |
Bremer Bank | Rochester, MN | Oct 2015 - Jun 2018 | 2 |
Thrivent Financial For Lutherans | Appleton, WI | Dec 2012 - Oct 2015 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Oct 2012 |
- TX
- WI
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Total Assets Under Management15,875MILLIONS
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Total Number of Accounts60,028ACCOUNTS
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Average Account Value$264,455
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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