Jacob StalderCRD Number: 6401427
Current Firm: Fsb Premier Wealth Management, Inc.
Jacob Stalder (CRD# 6401427) is an Investment Advisor Representative working at Fsb Premier Wealth Management, Inc. in Waterloo, IA and has over 4 years of experience in the finance industry.
Cuna Brokerage Services, Inc.
Cetera Investment Advisers LLC
Ameriprise Financial Services, LLC
|Fsb Premier Wealth Management, Inc.||Waterloo, IA||Jan 2020 - Current||2|
|Farmers State Bank||Waterloo, IA||Jan 2020 - Current||2|
|Gilbert & Cook Inc.||West Des Moines, IA||Jul 2019 - Nov 2019||< 1|
|Cambridge Investment Research, Inc.||Fairfield, IA||Jan 2018 - Jun 2019||1|
|Cambridge Investment Research, Inc.||Fairfield, IA||May 2017 - Jun 2019||2|
|Cambridge Investment Research, Inc.||Fairfield, IA||Sep 2014 - Jun 2019||4|
|Iowa Wesleyan College||Mount Pleasant, IA||Jan 2012 - Aug 2014||2|
|Winfield Mt. Union Hs||Winfield, IA||May 2014 - Jul 2014||< 1|
|Iowa Wesleyan College||Mount Pleasant, IA||Feb 2013 - May 2014||1|
|Iowa Wesleyan College||Mount Pleasant, IA||Aug 2010 - May 2014||3|
|Insight Partnership Group||Mount Pleasant, IA||Apr 2013 - Sep 2013||< 1|
|Iowa Wesleyan College||Mount Pleasant, IA||Nov 2010 - May 2013||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2017|
Total Assets Under Management245MILLIONS
Total Number of Accounts1,249ACCOUNTS
Average Account Value$195,796
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AZ, FL, IA, ID, IL, LA, MN, NE, SD, TX, WI
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.