Jacob Harmsen (CRD# 5227590) is an Investment Advisor Representative working at Creative Planning in Green Bay, WI and has over 15 years of experience in the finance industry. Jacob Harmsen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 3078445
Mcglone Suttner Wealth Management, Inc.
CRD# 4323474
Lpl Financial LLC
CRD# 4997609
Advisors Management Group Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Creative Planning, LLC | Green Bay, WI | Oct 2022 - Current | 1 |
| Wipfli Financial Advisors, LLC | Green Bay, WI | Dec 2018 - Sep 2022 | 3 |
| Rosendale Brandon School District | Rosendale, WI | Apr 2018 - Jul 2019 | 1 |
| Harmsen Tax | Van Dyne, WI | Jul 2014 - Dec 2018 | 4 |
| Raymond James Financial Services, Inc. | Oshkosh, WI | Jul 2014 - Nov 2018 | 4 |
| Raymond James Financial Services Advisors Inc. | Oshkosh, WI | Jul 2014 - Nov 2018 | 4 |
| Aegis Financial | Oshkosh, WI | Jan 2012 - Nov 2018 | 6 |
| National Planning Corporation | Fond Du Lac, WI | Aug 2008 - Jul 2014 | 5 |
| Feucht Financial Planning | Fon Du Lac, WI | Jun 2004 - Jul 2014 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2008 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2009 |
- TX
- WI
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Total Assets Under Management175,272MILLIONS
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Total Number of Accounts234,298ACCOUNTS
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Average Account Value$748,072
- 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 pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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