Jaakko Kasko, financial advisor Portage MI
93 score

Jaakko Kasko

CRD 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 5 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.

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Professional Designations
Company Name Location Dates Years
Commonwealth Financial Network Waltham, MA Feb 2016 - Current < 1
Dodds Wealth Management St. Joseph, MI Feb 2016 - Current < 1
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
Vanderbilt University Nashville, TN Jun 2003 - May 2007 3
Vanderbilt University Nashville, TN Jun 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2011
Contact Info for Jaakko L. Kasko
Phone Number: 781-736-0700
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    52,073
    MILLIONS
  • Total Number of Accounts
    229,200
    ACCOUNTS
  • Average Account Value
    $227,194
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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)
  • 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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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