Jacob Lee Stalder

Current Employers

Employment History

• 09/2014 → 06/2019
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 05/2017 → 06/2019
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 01/2018 → 06/2019
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 07/2019 → 11/2019
  Gilbert & Cook Inc.
  West Des Moines, IA
• 01/2020 → 10/2022
  Fsb Premier Wealth Management, Inc.
  Waterloo, IA
• 01/2020 → 10/2022
  Farmers State Bank
  Waterloo, IA
• 12/2022 → Present
  Navigate Financial Planning Llc
  Cedar Falls, IA
• 03/2023 → Present
  Blend Financial, Inc. Dba Origin Financial
  Boston, MA

Previous Registrations

• 2020-01-13 → 2022-10-17
  Fsb Premier Wealth Management, Inc.
  Waterloo, IA
  Waterloo, IA
• 2018-01-03 → 2019-07-18
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA
  Fairfield, IA

Other Businesses

In addition to his role at NFP, Jacob Stalder is also a financial planner at Blend Financial, Inc. dba Origin Financial, CRD No. 305353 ("Origin"). NFP and Origin are separate and unaffiliated entities. As a financial planner for Origin, Jacob Stalder provides financial planning and investment consulting services. He does not have the authority to to place trades nor does he have discretionary authority over client accounts at Origin. He is compensated a salary and does not receive any commission or sales-based compensation. This outside business activity may present a conflict of interest because Jacob Stalder might be incentivized to refer Origin's clients to NFP. To mitigate this conflict, Jacob Stalder will only refer clients to NFP if the services NFP offers are suitable for the client.

Exams

• S66 Uniform Combined State Law Examination
  2017-12-28

Designations