Jacob
Stalder
Origin Investment Advisory LLC
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About this Advisor
Jacob Stalder is a financial advisor based in Cedar Falls, Iowa, working with Origin Investment Advisory LLC. Jacob has previously held positions at Cambridge Investment Research, Inc, Iowa Wesleyan College, Winfield Mt. Union Hs, Gilbert & Cook Inc, Fsb Premier Wealth Management, Inc, Farmers State Bank, Navigate Financial Planning LLC, and Blend Financial, Inc Dba Origin Financial. Jacob has passed the Series 66 regulatory exam and is registered to provide services in Iowa. Currently, Jacob is part of Origin Investment Advisory LLC, which operates out of Cedar Falls, Iowa. The firm has 164 employees and manages assets totaling $548.4 thousand. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Origin Investment Advisory LLC includes asset-based and fixed fees.
Certifications and Registrations
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Origin Investment Advisory LLC Brokerage Details
$548,444
164
133
$4,124
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Jacob Stalder Work History
Blend Financial, Inc Dba Origin Financial
Navigate Financial Planning LLC
Fsb Premier Wealth Management, Inc
Farmers State Bank
Gilbert & Cook Inc
Cambridge Investment Research, Inc
Cambridge Investment Research, Inc
Cambridge Investment Research, Inc
Winfield Mt. Union Hs
Iowa Wesleyan College
Disclosures
Please visit the SEC profile of Jacob Stalder to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Origin Investment Advisory LLC
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The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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