Jacob Eugene Ruotsinoja
Professional Summary
Jacob Eugene Ruotsinoja is a registered financial advisor currently at ICON FINANCIAL located in Prior Lake, Minnesota. Jacob is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Jacob has worked at 4 firms and has passed the Series 63, Series 66, SIE, Series 6, Series 31 and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Contact Information
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Disclosures on record.
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Years of Experience
25 years in the financial services industry
Current & Past Employments
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Current Firm
CK FINANCIAL LLC | ICON FINANCIAL
Contact Information
Main Address
16180 Hastings Ave Se #203, Prior Lake, MN 55372Phone Number
(800) 792-4809# of Employees
1Documents
Regulatory Assets Under Management
Total Number of Accounts
173AUM (Assets Under Management)
$38,200,000Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Aug 2008About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Jacob Eugene Ruotsinoja's CRS (Customer Relationship Summary).
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