Karl Jacobsen, financial advisor Decorah IA
96 score

Karl Jacobsen

CRD Number: 1906642
Current Firm: Berthel Fisher & Company Financial Services, Inc.

Karl Jacobsen (CRD# 1906642) is an Investment Advisor Representative working at Berthel Fisher & Company Financial Services, Inc. in Decorah, IA and has over 27 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Berthel Fisher & Company Financial Services, Inc. Marion, IA Mar 2010 - Current 6
Barthell Oes Home Administrator Decorah, IA Jun 2005 - Oct 2013 8
Decorah Lions Club Decorah, IA Jun 2006 - Jun 2013 7
Decorah Masonic Lodge #181/eastern Star Lodge #76 Decorah, IA Apr 2006 - May 2013 7
Veterans Administration Hospital Iowa City, IA Nov 2002 - May 2013 10
Securities America Advisors, Inc. Decorah, IA Nov 2007 - Feb 2010 2
Securities America, Inc. Deorah, IA Oct 2007 - Feb 2010 2
Jacobsen Complete Decorah, IA Jun 1989 - Dec 2008 19
Broker Dealer Financial Services Corp. Coralville, IA Jun 2003 - Oct 2007 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1988
Contact Info for Karl T. Jacobsen
Phone Number: 319-447-5700
Firm Website: http://www.berthel.com
Registered State(s):
  • IA
By the Numbers
  • Total Assets Under Management
    765
    MILLIONS
  • Total Number of Accounts
    5,670
    ACCOUNTS
  • Average Account Value
    $134,832
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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