Jacob Andrew Roggenkamp

Financial Gravity Family Office Services, LLC

3 Years of Experience

3 Disclosures

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate Planning

Financial Gravity Family Office Services, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

45 advisors

Number of Clients

1,745 clients

Average Client Portfolio

$268K average

Assets Under Management

$467.2M

Fee Structure

Minimum Investment:$25K

Location

35548 County Rd 66, Crosslake, MN, 56442

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History

Regulatory History (3)

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Criminal

April 2013

Final Disposition

Criminal

June 2011

Final Disposition

Criminal

May 2011

Final Disposition

View Full SEC Report How to Read Disclosures

Other Business Activities

Jacob is the Managing Member of Roggenkamp Investments, LLC, an investment-related business, dedicating about half of his time. He also owns Roggenkamp & Associates, LLC, a non-investment related business, dedicating nearly full-time hours.

Employment History

Current Registrations

Financial Gravity Family Office Services, LLC

February 2022 - Present · 4 yrs

State Registrations2 states

MNTX

Advisor

Exams

No exam information available for this advisor.