Jacob Kettwig, financial advisor Lakeville MN

Jacob Kettwig

CRD Number: 4761947
Current Firm: Cambridge Investment Research Advisors, Inc.

Jacob Kettwig (CRD# 4761947) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Lakeville, MN and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Cambridge Investment Research, Inc. Fairfield, IA Feb 2023 - Current 1
Cambridge Investment Research Advisors, Inc. Fairfield, IA Feb 2023 - Current 1
Diversified Financial Advisory Group Des Moines, IA Dec 2015 - Feb 2023 7
Fsc Securities Corporation Lakeville, MN Dec 2009 - Feb 2023 13
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2007
Contact Info for Jacob Kettwig
Phone Number: 641-472-5100
Registered State(s):
  • MN
  • TX
By the Numbers
  • Total Assets Under Management
    87,369
    MILLIONS
  • Total Number of Accounts
    448,526
    ACCOUNTS
  • Average Account Value
    $194,791
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • 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)
  • Market timing services
  • Educational seminars/workshops
Types of Clients
Registered States

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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