Jacob PfannenstielCRD Number: 5287456
Current Firm: Securities America Advisors, Inc.
Jacob Pfannenstiel (CRD# 5287456) is an Investment Advisor Representative working at Securities America Advisors, Inc. in La Vista, NE and has over 3 years of experience in the finance industry.
Cambridge Investment Research Advisors, Inc.
Wells Fargo Advisors, LLC
Mutual Of Omaha Investor Services, Inc.
|Securities America Advisors||La Vista, NE||Aug 2014 - Current||3|
|Securities America Inc.||La Vista, NE||Feb 2007 - Current||10|
|Borsheims Jewelry Co Inc.||Omaha, NE||Oct 2009 - Jan 2012||2|
|Us Bank||Elkhorn, NE||Jan 2005 - Feb 2007||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2014|
Total Assets Under Management13,433MILLIONS
Total Number of Accounts92,356ACCOUNTS
Average Account Value$145,443
- 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)
- Publication of periodicals or newsletters
- 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