Robert Jacobsen, financial advisor Sioux Falls SD
93 score

Robert Jacobsen

CRD Number: 5360142
Current Firm: Investment Advisors Corp

Robert Jacobsen (CRD# 5360142) is an Investment Advisor Representative working at Investment Advisors Corp in Sioux Falls, SD and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Broker Dealer Financial Services Corp West Des Moines, IA May 2015 - Current 1
Midwest Financial Sioux Falls, SD Jul 1990 - Current 26
Lpl Financial Sioux Falss, SD Jan 2012 - May 2015 3
Usa Financial Securities Corporation Ada, MI Jun 2007 - Jan 2012 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2008
Contact Info for Robert J. Jacobsen
Phone Number: 515-727-6700
Registered State(s):
  • SD
By the Numbers
  • Total Assets Under Management
    554
    MILLIONS
  • Total Number of Accounts
    4,511
    ACCOUNTS
  • Average Account Value
    $122,763
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
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
  • Selection of other advisers (including private fund managers)
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, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, 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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