Jaakko KaskoCRD Number: 5960419
Current Firm: Commonwealth Financial Network
Jaakko Kasko (CRD# 5960419) is an Investment Advisor Representative working at Commonwealth Financial Network in Portage, MI and has over 6 years of experience in the finance industry. Jaakko Kasko 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.
Prudential Financial Planning Services
Cambridge Investment Research Advisors, Inc.
Lvm Capital Management Ltd
|Commonwealth Financial Network||Waltham, MA||Feb 2016 - Current||2|
|Dodds Wealth Management||St. Joseph, MI||Feb 2016 - Current||2|
|Unemployed||Moore, SC||Nov 2015 - Feb 2016||< 1|
|Ameriprise Financial Services, Inc.||Greenville, SC||Jul 2013 - Nov 2015||2|
|Brett D Dodds/ameriprise||St. Joseph, MI||Jul 2011 - Jun 2013||1|
|University Of Michigan||Ann Arbor, MI||May 2010 - Jun 2011||1|
|University Of Michigan||Ann Arbor, MI||Sep 2009 - Dec 2010||1|
|Nestle Finland||Espoo,||Jan 2009 - Aug 2009||< 1|
|Unemployed||Espoo,||Jul 2008 - Dec 2008||< 1|
|Finnish Armed Forces||Upinniemi,||Jun 2007 - Jun 2008||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2011|
Total Assets Under Management61,475MILLIONS
Total Number of Accounts261,237ACCOUNTS
Average Account Value$235,323
- 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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