Jacob Sandstrom (CRD# 7697013) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Winona, MN and has 1 year of experience in the finance industry.
CRD# 5341508
Ameriprise Financial Services, LLC
CRD# 6378560
Robert W. Baird & Company Incorporated
CRD# 2922398
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cetera Investment Advisers LLC | Winona, MN | Jun 2023 - Current | < 1 |
| Wnb Financial | Winona, MN | Apr 2023 - Current | 1 |
| Cetera Investment Services LLC | Winona, MN | Apr 2023 - Current | 1 |
| Wnb Financial | Winona, MN | Feb 2023 - Apr 2023 | < 1 |
| Cetera Investment Services LLC | St Cloud, MN | Feb 2023 - Apr 2023 | < 1 |
| Wnb Financial | Altoona, WI | May 2022 - Feb 2023 | < 1 |
| Fedex | Eau Claire, WI | Sep 2021 - Apr 2022 | < 1 |
| Unemployed | Eau Claire, WI | Aug 2021 - Aug 2021 | < 1 |
| Mid-west Manufacturing | Eau Claire, WI | Jul 2021 - Aug 2021 | < 1 |
| Unemployed | Chippewa Falls, WI | Apr 2021 - Jul 2021 | < 1 |
| Wipfli | Eau Claire, WI | Dec 2020 - Apr 2021 | < 1 |
| Unemployed | Chippewa Falls, WI | May 2020 - Dec 2020 | < 1 |
| St. Mary's University Of Minnesota | Winona, WI | Aug 2016 - May 2020 | 3 |
| Self-employed | Altoona, WI | May 2016 - Aug 2016 | < 1 |
| Altoona High School | Altoona, WI | Sep 2011 - May 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2023 |
- MN
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Total Assets Under Management104,469MILLIONS
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Total Number of Accounts423,554ACCOUNTS
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Average Account Value$246,648
- 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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