Jacob Linder (CRD# 6255730) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Cokato, MN and has over 10 years of experience in the finance industry.
CRD# 2316278
Ameriprise Financial Services, LLC
CRD# 6973059
Edward Jones
CRD# 6519044
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Osaic Wealth, Inc. | Cokato, MN | Sep 2023 - Current | < 1 |
| Jacob Linder Builders LLC | Cokato, MN | Jun 2003 - Current | 20 |
| Sagepoint Financial | Hutchinson, MN | Nov 2013 - Sep 2023 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2013 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2014 |
- FL
- MN
- ND
- TX
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Total Assets Under Management94,558MILLIONS
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Total Number of Accounts437,201ACCOUNTS
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Average Account Value$216,280
- 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 businesses (other than small businesses) or institutional clients
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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