Karl Theodor Jacobsen

Employer firm

Spc CRD 110692

$6.10B regulatory AUM 4,483 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2010 → 11/2019
  Berthel Fisher & Company Financial Services, Inc
  Marion, IA
• 11/2019 → Present
  Sigma Financial Corporation
  Ann Arbor, MI
• 11/2019 → Present
  Spc
  Ann Arbor, MI

Previous Registrations

• 2010-03-01 → 2019-11-20
  Berthel, Fisher & Company Financial Services, Inc.
  Decorah, IA
  Decorah, IA
  Cedar Rapids, IA
  Apache Junction, AZ
• 2007-11-01 → 2010-03-01
  Securities America Advisors, Inc.
  Decorah, IA
  Decorah, IA
  Decorah, IA

Other Businesses

1. FRIENDS OF DECORAH FISH HATCHERY, INC.-N-DECORAH, IA-FUND RAISING FOR FACILITY IMPROVEMENTS-VICE PRESIDENT-11/2009-4-0-BOARD OF DIRECTORS, FUND RAISING FOR FACILITY IMPROVEMENTS. 2. K. JACOBSEN INSURANCE Sales-Y-DECORAH, IA-INSURANCE SALES-AGENT-6/1989-1-0-Sell Health, Disability & LTC Insurance. 3. GREAT LIGHTS MASONIC LODGE #181-LOCAL FUNDRAISING ON AN ON GOING BASIS. <1% OF TIME. 4. DECORAH LIONS CLUB MEMBER-CAPITAL FUN RAISING FOR PROJECTS AT THE DIRECTION OF THE BOARD.

Exams

• S63 Uniform Securities Agent State Law Examination
  1988-12-13

Designations

• Chartered Financial Consultant