Jacob Stalder is a CFP-designated registered investment advisor at Origin Investment Advisory LLC, based in Cedar Falls, IA, with 7 years of industry experience. Jacob operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 1,776 clients with $2.1M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Origin Investment Advisory does not charge a management fee based on the value of your account for Automated Index Investing (AII) programs. However, the mutual funds and ETFs within the portfolios may have their own fees, such as sales loads, management fees, and operating expenses. Administrative and trading costs may also be imposed by DriveWealth, the firm's broker-dealer.
Contact
Jacob Stalder
Location
Cedar Falls, IA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Jacob is a financial planner at Origin Financial, providing financial planning and investment consulting services. He is compensated with a salary and may refer clients to NFP, his primary role, if the services are suitable.
Employment History
Current Registrations
Origin Investment Advisory LLC
Navigate Financial Planning LLC
Previous Registrations
Fsb Premier Wealth Management, INC.Broker
Fsb Premier Wealth Management, INC.
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams