Samuel
Jacobsen
Kellogg Asset Management, LLC
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About this Advisor
Samuel Jacobsen is a financial advisor based in Green Bay, Wisconsin, working with Kellogg Asset Management, LLC. Samuel has previously held positions at Uw-Madison, Associated Trust Company, Kellogg Asset Management, and the State Of Wisconsin Investment Board. Samuel has passed the Series 63 regulatory exam and is registered to provide services in Minnesota. Currently, Samuel is part of Kellogg Asset Management, LLC, which operates out of Green Bay, Wisconsin. The firm has 3 offices and 11 employees. The firm manages assets totaling $2.5 billion and offers services including portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and other services. The fee structure at Kellogg Asset Management, LLC includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Kellogg Asset Management, LLC Brokerage Details
$2,508,796,355
11
115
$21,815,620
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
Associated Trust Company
Kellogg Asset Management
State Of Wisconsin Investment Board
Uw-Madison
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
Green Bay, WI
Green Bay, WI
Minneapolis, MN
Green Bay, WI
Green Bay, WI
Green Bay, WI
Neenah, WI
Green Bay, WI
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