Firm Information
Compensation
Fixed/HourlyFirm Size
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Clients in the Direct-to-Consumer model pay an annual subscription fee for access to financial planning services and platform features. Clients may also purchase financial planning sessions with a financial advisor. Clients who invest through the Automated Index Investing (AII) programs are not charged an annual management fee by the Firm. However, the mutual funds and ETFs held within AII portfolios may have their own fees.
Areas of Practice
Advisor Information
Office location
Cedar Falls, IA
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Jacob Lee StalderRegulatory History
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.
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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
Navigate Financial Planning LLC
Previous Registrations
Fsb Premier Wealth Management, INC.
Fsb Premier Wealth Management, INC. Broker
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
State Registrations1 state
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