![Jacob Stroh, financial advisor Elkhorn NE](/img/ws/profile-blank-sq.png)
Jacob Stroh (CRD# 6230094) is an Investment Advisor Representative working at Principal Securities, Inc. in Elkhorn, NE and has over 4 years of experience in the finance industry.
![Kyle Acre, financial advisor Elkhorn NE](/img/ws/profile-blank-sq.png)
CRD# 6243132
Edward Jones
![Steve Adams, financial advisor Elkhorn NE](/img/ws/profile-blank-sq.png)
CRD# 5297231
Charles Schwab & Company, Inc.
![Michael Adelman, financial advisor Elkhorn NE](/img/ws/profile-blank-sq.png)
CRD# 6157826
Principal Advised Services
Company Name | Location | Dates | Years |
---|---|---|---|
Principal Life Insurance Company | Elkhorn, NE | Dec 2023 - Current | < 1 |
Principal Securities Inc. | Elkhorn, NE | Dec 2023 - Current | < 1 |
Invictus Strategies | Elkhorn, NE | Dec 2023 - Current | < 1 |
Fbl Financial Group | West Des Moines, IA | Sep 2023 - Nov 2023 | < 1 |
Fbl Marketing Serv | West Des Moines, IA | Mar 2018 - Nov 2023 | 5 |
Fbl Financial Group | West Des Moines, IA | Jan 2023 - Sep 2023 | < 1 |
Farm Bureau Financial Services | Omaha, NE | Oct 2014 - Dec 2022 | 8 |
Farm Bureau Financial Services | Omaha, NE | May 2013 - Sep 2014 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Feb 2020 |
S65 | NASAA Investment Advisors Law Examination | Feb 2024 |
- NE
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Total Assets Under Management12,106MILLIONS
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Total Number of Accounts54,844ACCOUNTS
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Average Account Value$220,730
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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