Dean Jacobsen, financial advisor Spencer IA
88 score

Dean Jacobsen

CRD Number: 6429693
Current Firm: Northwest Wealth Management, LLC

Dean Jacobsen (CRD# 6429693) is an Investment Advisor Representative working at Northwest Wealth Management, LLC in Spencer, IA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Northwest Wealth Management, LLC Spencer, IA Dec 2014 - Current 2
Northwest Bank Spencer, IA Jul 2000 - Current 16
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jan 2015
Contact Info for Dean M. Jacobsen
Phone Number: 712-580-4100
Registered State(s):
  • IA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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)
Types of Clients
Registered States


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

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