Samuel
Jacobsen

Kellogg Asset Management, LLC

CRD#5781664
Investment Advisor
in Green Bay, WI

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About this Advisor

Samuel Jacobsen is a chartered financial analyst based out of Green Bay, Wisconsin with 1 year of relevant experience. Jacobsen is an advisor for Kellogg Asset Management, LLC. During their career, Jacobsen has held roles at Us Bancorp Fund Services, Quasar Distributors, LLC, Associated Trust Company, Kellogg Asset Management, State Of Wisconsin Investment Board and Uw-Madison. Jacobsen maintains a Series 63 license, certifying them as a securities agent, and is approved to serve investors in Minnesota. Kellogg Asset Management, LLC is an advisory company that has its headquarters in Green Bay, WI. It has offices in three locations and a total of 11 employees. It administers $2 billion in assets under management between its 116 customer accounts, making it one of the largest firms in the nation by assets under management. Kellogg Asset Management, LLC has a broad array of services, such as portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients and other services. Fees for financial management largely depend on the services offered. However, fees billed by Kellogg Asset Management, LLC typically consist of asset-based fees.

Certifications and Registrations

Series 63, Chartered Financial Analyst

Years Registered*

1 year

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Other

Fee Structure

Percentage of Assets

Office Location

200 North Adams Street
Green Bay, WI 54301

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Kellogg Asset Management, LLC Brokerage Details

Total Assets Under Management

$2,172,239,299

WI Average: $2,826,565,184
Total Number of Employees

11

WI Average: 43
Total Number of Accounts

116

WI Average: 1,898
Average Account Size

$18,726,201

WI Average: $1,489,234

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Other

Samuel Jacobsen Work History

Samuel has been registered as a financial advisor for 1 years.*

2015 - Present (9 years)

Associated Trust Company

2015 - Present (9 years)

Kellogg Asset Management

2014 - 2014 (< 1 year)

State Of Wisconsin Investment Board

2013 - 2015 (2 years)

Uw-Madison

2010 - 2013 (3 years)

Us Bancorp Fund Services

2010 - 2013 (3 years)

Quasar Distributors, LLC

*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 Samuel Jacobsen 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 Kellogg Asset Management, LLC

Rolf Johnsen
Minneapolis, MN
Chan Barden
Green Bay, WI
Jon Sattler
Green Bay, WI
Michael Hochholzer
Neenah, WI
Mark Hilgendorf
Green Bay, WI
Patrick Fry
Green Bay, WI
Mark Tumpach
Green Bay, WI
Samuel Jacobsen
Green Bay, WI

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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