Jakob Boley (CRD# 7561675) is an Investment Advisor Representative working at Plan2thrive Financial in Eldridge, IA and has 1 year of experience in the finance industry.
CRD# 5419183
Ameriprise Financial Services, LLC
CRD# 4397919
Ubs Financial Services Inc.
CRD# 4230601
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Thrivent Investment Management Inc. | Davenport, IA | Dec 2023 - Current | < 1 |
| Plan2thrive Financial, LLC | Eldridge, IA | Apr 2004 - Current | 20 |
| Unemployed | Eldridge, IA | Mar 2024 - Apr 2024 | < 1 |
| Thrivent Financial | Appleton, WI | Dec 2023 - Mar 2024 | < 1 |
| University Of Iowa | Iowa City, IA | Aug 2021 - Dec 2023 | 2 |
| University Of Iowa Recreation And Wellness | Iowa City, IA | Feb 2021 - Dec 2023 | 2 |
| Thrivent Investment Management Inc. | Minneapolis, MN | Dec 2022 - Oct 2023 | < 1 |
| North Scott Community School District | Eldridge, IA | Jan 2014 - May 2021 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2024 |
- IL
- IA
-
Total Assets Under Management89MILLIONS
-
Total Number of Accounts224ACCOUNTS
-
Average Account Value$398,686
- 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
- Selection of other advisers (including private fund managers)
IA, IL, TX
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