Jacob Marxhausen, financial advisor Duluth MN
93 score

Jacob Marxhausen

CRD Number: 5445737
Current Firm: Wells Fargo Advisors, LLC

Jacob Marxhausen (CRD# 5445737) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Duluth, MN and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Advisors, LLC Duluth, MN Jun 2014 - Current 2
Amery Fire Department Amery, WI Jan 2009 - Current 7
Insurance-non Variable Amery, WI Jun 2013 - Jun 2014 1
Raymond James Financial Services,inc Amery, WI Dec 2012 - Jun 2014 1
Raymond James Financial Services Advisors Inc. Amery, WI Dec 2012 - Jun 2014 1
Bremer Bank Amery, WI Dec 2012 - Jun 2013 < 1
Edward Jones St Louis, MO Oct 2007 - Dec 2012 5
Ymca Hudson, WI Feb 2006 - Oct 2007 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2008
Contact Info for Jacob J. Marxhausen
Phone Number: 314-875-3000
Registered State(s):
  • MN
By the Numbers
  • Total Assets Under Management
    372,113
    MILLIONS
  • Total Number of Accounts
    1,339,368
    ACCOUNTS
  • Average Account Value
    $277,827
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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