Jacob Gustafson (CRD# 6491634) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Brookfield, WI and has over 7 years of experience in the finance industry.
CRD# 6857150
Landaas & Company
CRD# 6289332
Annex Wealth Management, LLC
CRD# 5625693
Robert W. Baird & Company Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Great Valley Advisor Group | Wilmington, DE | May 2016 - Current | 7 |
| Next Level Planning Wealth Management/lpl Financial | Brookfield, WI | May 2015 - Current | 8 |
| Lpl Finanical LLC | Brookfield, WI | May 2015 - Current | 8 |
| Wisconsin Lutheran College | Milwaukee, WI | Aug 2011 - May 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2016 |
- WI
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Total Assets Under Management5,084MILLIONS
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Total Number of Accounts21,345ACCOUNTS
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Average Account Value$238,186
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
- Educational seminars/workshops
- Other
AK, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, KS, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI, WV
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