Jacob Dean Rehder

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 04/2010 → Present
  Lpl Financial, Llc
  Omaha, NE

Other Businesses

1. 10/1/2012: OTHER-GENERAL NOTARY - GENERAL NOTARY FOR LPL CLIENTS ON AN AS NEEDED BASIS. I DO NOT CHARGE A FEE FOR THIS SERVICE. - TIME SPENT 1% - OMAHA, NE. 2. 11/20/2012: DBA ONLY - EGERMIER WEALTH MANAGEMENT GROUP - OMAHA, NE. 3. 3/5/2013: DBA ONLY - EGERMIER GROUP WEALTH MANAGEMENT - OMAHA, NE. 4. 04/21/2025 - RWM - Business Entity For Tax/Investment Purposes Only - At Reported Business Location(s) - Not Investment Related - Start Date:05/01/2025 - 0 Hrs/Mth - 0 Hrs During Trading.

Exams

• S66 Uniform Combined State Law Examination
  2010-03-03

Designations

• Certified Financial Planner

Other Names

• Jake Dean Rehder
• Jacob Dean Rehder
• Jacob Dean Rehder, Cfp