Jacob Pape (CRD# 7302785) is an Investment Advisor Representative working at Lpl Financial LLC in Mazomanie, WI and has 1 year of experience in the finance industry.
CRD# 4902024
Wismed Financial, Inc.
CRD# 5525772
Ameriprise Financial Services, LLC
CRD# 4582706
Trustage Investment Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Mazomanie, WI | May 2023 - Current | 1 |
| The Peoples Community Bank | Mazomanie, WI | May 2022 - Current | 2 |
| University Of Wisconsin Milwaukee | Milwaukee, WI | Sep 2018 - May 2022 | 3 |
| Noah's Ark Waterpark | Wisconsin Dells, WI | May 2021 - Sep 2021 | < 1 |
| Northwestern Mutual | Milwaukee, WI | Jan 2021 - Apr 2021 | < 1 |
| Ever Ready Electric | Mazomanie, WI | May 2018 - Jan 2021 | 2 |
| Sauk Prairie Schools | Prairie Du Sac, WI | Sep 2005 - May 2018 | 12 |
| Sentry | Prairie Du Sac, WI | Jun 2015 - Apr 2018 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2023 |
- WI
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
- Other
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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