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Samuel Paul Jacobsen

Kellogg Asset Management, LLC

Green Bay, WI

St. Louis Park, MN

CRD 5781664

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Employer firm

Kellogg Asset Management, LLC CRD 150031

$2.86B regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • SELECTION OF THIRD-PARTY MUTUAL FUNDS TO BUILD DIVERSIFIED MODEL PORTFOLIOS.

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

Current Employers
Kellogg Asset Management, Llc

200 North Adams Street, Green Bay, WI 54301 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2022-12-02
  • MN RA
    APPROVED
    Since 2022-12-02

Branch Locations

200 North Adams Street, Green Bay, WI 54301 • United States

5353 Wayzata Blvd, St. Louis Park, MN 55416 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Associated Trust Company Green Bay WI 06/2015 10/2024
Kellogg Asset Management Green Bay WI 06/2015 10/2024
Kellogg Asset Management Green Bay WI 10/2024 Present
Associated Trust Company Green Bay WI 10/2024 Present
  • 06/2015 → 10/2024
    Associated Trust Company
    Green Bay, WI
  • 06/2015 → 10/2024
    Kellogg Asset Management
    Green Bay, WI
  • 10/2024 → Present
    Kellogg Asset Management
    Green Bay, WI
  • 10/2024 → Present
    Associated Trust Company
    Green Bay, WI
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2010-10-21
  • S63 Uniform Securities Agent State Law Examination
    2010-10-21
Designations
  • Chartered Financial Analyst

View on SEC IAPD

Nearby Firms

AMERIPRISE FINANCIAL SERVICES, LLC
MELOTTE FINANCIAL ADVISORS
ONELEGACY ADVISORS, LLC

Nearby Investors

CHRISTOPHER LEE FEUTZ
MONTANA MORGAN TILLMANN
MARK BRIAN PIPER

Nearby Offices

AMERIPRISE FINANCIAL SERVICES, LLC · GREEN BAY, WI
MELOTTE FINANCIAL ADVISORS · GREEN BAY, WI
ONELEGACY ADVISORS, LLC · GREEN BAY, WI

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