Jacob Ruotsinoja (CRD# 4353932) is an Investment Advisor Representative working at Icon Financial in Bloomington, MN and has over 22 years of experience in the finance industry.
CRD# 1682050
Osaic Wealth, Inc.
CRD# 4618120
Thrivent Advisor Network, LLC
CRD# 2309650
Wealth Enhancement Advisory Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ck Financial Llc Dba Icon Financial | Bloomington, MN | Jun 2017 - Current | 6 |
| Jacob Ruotsinoja, Independent Agent | Bloomington, MN | Nov 2013 - Current | 10 |
| Ck Financial Llc Dba Icon Financial | Bloomington, MN | Apr 2013 - Current | 11 |
| Kgc Advisors | Prior Lake, MN | Jan 2022 - Dec 2023 | 1 |
| Lpl Financial LLC | Burnsville, MN | Jan 2014 - Jun 2017 | 3 |
| Lpl Financial LLC | Burnsville, MN | Apr 2012 - Jun 2017 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2008 |
| S66 | NASAA Uniform Combined State Law Examination | May 2001 |
- MN
-
Total Assets Under Management92MILLIONS
-
Total Number of Accounts171ACCOUNTS
-
Average Account Value$539,181
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Educational seminars/workshops
MN
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