Areas of Practice
Financial Planning & CoachingRetirement PlanningInvestment ManagementTax PlanningEstate PlanningInsurance Planning
Compensation
Fixed/Hourly
Firm Size
39 advisors
Number of Clients
1,776 clients
Average Client Portfolio
$1K average
Assets Under Management
$2.1M
Fee Structure
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Contact
Jacob Lee Stalder
Location
Cedar Falls, IA
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Regulatory History
Clean regulatory record
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.
Learn about disclosures →Other Business Activities
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
March 2023 - Present · 2 yrs 11 mos
Navigate Financial Planning LLC
March 2023 - Present · 2 yrs 11 mos
Previous Registrations
Fsb Premier Wealth Management, INC.
January 2020 - October 2022 · 2 yrs 9 mos
Fsb Premier Wealth Management, INC.Broker
January 2020 - October 2022 · 2 yrs 9 mos
Cambridge Investment Research Advisors, INC.
January 2018 - July 2019 · 1 yr 6 mos
Cambridge Investment Research, INC.Broker
June 2017 - July 2019 · 2 yrs 1 mo
State Registrations1 state
IA
Advisor
Exams
No exam information available for this advisor.
Contact
Jacob Lee Stalder