Jaakko Kasko
Jaakko Kasko is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Saint Joseph, MI, with 14 years of industry experience. Jaakko is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 813,961 clients with $260B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
2610 Lakeshore Drive, Saint Joseph, MI, 49085
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Regulatory 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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jaakko is an insurance agent selling fixed insurance products through Milestone Wealth Management since 2016, dedicating minimal time. He also owns MWM Operating LLC and Centre Real Estate Associates, LLC, both investment-related, and spends minimal time on each.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
State Registrations14 states
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
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