Jacob Harmann is a registered investment advisor at Cetera Investment Advisers LLC, based in Racine, WI, with 1 years of industry experience. Jacob operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
5402 Douglas Avenue, Racine, WI, 53402
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jacob works full-time as a wealth management assistant at MGA Wealth Management, assisting with operations. He also works as a substitute custodian at Union Grove Elementary School, dedicating minimal time to this role.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Previous Registrations
Avantax Advisory Services
State Registrations2 states
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