Jacob Kogler
Jacob Kogler is a CFP-designated registered investment advisor at Greater Midwest Financial Group, LLC, based in Saint Paul, MN, with 13 years of industry experience. Jacob operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 699 clients with $590M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Annual fees range from 0.10% to 1.50% based on portfolio size, composition, and services rendered. Fees are negotiable.
Fee Estimator
Location
3222 Rice St., Saint Paul, MN, 55126
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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 Activities
Jacob works as a case manager for Greater Midwest Financial Group, preparing cases for advisors. This activity is investment-related and takes up nearly all of Jacob's time.
Employment History
Current Registrations
Greater Midwest Financial Group, LLC
Previous Registrations
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
NFP Advisor Services, LLC
LPL Financial LLCBroker
State Registrations1 state
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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