Jacob
Stalder
Origin Financial
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About this Advisor
Jacob Stalder is a certified financial planner who works in Cedar Falls, Iowa. Stalder is an advisor for Origin Financial. The advisor has gained experience at Cambridge Investment Research, Inc, Iowa Wesleyan College, Insight Partnership Group, 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. Stalder has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to work in Iowa. Origin Financial is an advisory business based in Boston, MA. It controls $478 thousand in assets under management across its 23 accounts, placing it among the smaller firms in the country by assets under management. The company provides a set of services, including financial planning services and portfolio management for individuals and small businesses. Financial advisory fee schedules largely depend on the type of financial services offered. Fees charged by Origin Financial can be comprised of some blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Origin Financial Brokerage Details
$478,000
219
23
$20,783
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Jacob Stalder Work History
Jacob has been registered as a financial advisor for 0 years.*
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
Insight Partnership Group
Iowa Wesleyan College
Iowa Wesleyan College
Iowa Wesleyan College
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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 Financial
Boston, MA
Grovetown, GA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Saunderstown, RI
Culver City, CA
The content in this profile was updated by SmartAsset on 4/16/2023. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
