Jacob Staszak (CRD# 6532228) is an Investment Advisor Representative working at Actify Investor Retirements, LLC in Peachtree Corners, GA and has over 8 years of experience in the finance industry.
CRD# 7069825
Beacon Global Advisor Network, LLC
CRD# 5338514
Rollins Financial Advisors, LLC
CRD# 5822473
Rockefeller Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Actify Investor Retirements, LLC | Green Bay, WI | Jul 2017 - Current | 6 |
| Plan Administrators | De Pere, WI | May 2016 - Jun 2017 | 1 |
| Gradient Advisors | Pulaski, WI | Jul 2015 - May 2016 | < 1 |
| Menard, Inc. | Eau Claire, WI | Aug 2012 - Jun 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jun 2015 |
- GA
- IL
- MN
- NJ
- NC
- PA
- TX
- VA
-
Total Assets Under Management42MILLIONS
-
Total Number of Accounts360ACCOUNTS
-
Average Account Value$116,668
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
DC, GA, IL, MD, MN, NC, NJ, PA, TX, VA
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