JK
JK

Jacob Kettwig

18 Years of Experience
Lakeville, MN
Broker

Jacob Kettwig is a registered investment advisor, based in Lakeville, MN, with 18 years of industry experience.

Location

17595 Kenwood Trail, Suite 280, Lakeville, MN, 55044

Get directions

History

Regulatory History
Clean regulatory record

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.

Learn about disclosures →
Other Business Activities

Jacob is an advisory representative of a registered investment advisor (RIA), spending nearly full-time on this activity, including trading. He also owns Diversified Financial Group of Lakeville LLC, spending a few hours per week on this non-investment related activity, including trading.

Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
February 2023 - Present · 3 yrs 7 mos
Cambridge Investment Research Advisors, INC.
February 2023 - Present · 3 yrs 7 mos
Cambridge Investment Research, INC.
February 2023 - Present · 3 yrs 7 mos
Previous Registrations
Diversified Financial Advisory Group, INC.
December 2015 - February 2023 · 7 yrs 2 mos
Fsc Securities Corporation
September 2012 - February 2023 · 10 yrs 5 mos
Fsc Securities CorporationBroker
December 2009 - February 2023 · 13 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2007 - December 2009 · 2 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2007 - December 2009 · 2 yrs 3 mos
State Registrations7 states
FLIAMAMNNCSDWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Jacob Kettwig - Financial Advisor | TrueAdvisor