Jacob Boldt
Professional summary
Jacob Boldt, who also goes by Jacob William Boldt, is a registered financial professional currently at ALLIANZ LIFE FINANCIAL SERVICES, LLC located in Minneapolis, Minnesota.
Jacob is registered as a RR (Registered Representative) and started their career in finance in 2010. Jacob has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Jacob Boldt's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 30, 2023 - Present
ALLIANZ LIFE FINANCIAL SERVICES, LLC
Office #1: 5701 Golden Hills Drive, Minneapolis, MN 55416May 23, 2022 - February 27, 2023
RIVERSOURCE DISTRIBUTORS, INC.
January 24, 2022 - April 12, 2022
WELLS FARGO CLEARING SERVICES, LLC
January 20, 2022 - April 12, 2022
WELLS FARGO CLEARING SERVICES, LLC
June 29, 2021 - July 28, 2021
MML INVESTORS SERVICES, LLC
June 7, 2021 - July 28, 2021
MML INVESTORS SERVICES, LLC
January 2, 2018 - June 8, 2021
ALLIANZ LIFE FINANCIAL SERVICES, LLC
August 28, 2013 - December 13, 2017
ALLIANZ LIFE FINANCIAL SERVICES, LLC
August 26, 2011 - May 17, 2013
INDEPENDENCE REALTY SECURITIES, LLC.
July 26, 2010 - June 28, 2011
COUNTRY CAPITAL MANAGEMENT COMPANY
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(3/30/2023)
Exams
FINRA
Current Firm
ALLIANZ LIFE FINANCIAL SERVICES, LLC
CRD#: 612 / SEC#: , 8-13630
Contact information
FINRA licenses (52 States and Territories)
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA | OWNER | |
| DIAN, MATTHEW CHRISTOPHER | CHIEF COMPLIANCE OFFICER | 2246088 |
| GAUMOND, WILLIAM EDWARD | DIRECTOR | 5294073 |
| HELMEN, JOHN CURTIS | ASSISTANT VICE PRESIDENT, DISTRIBUTION NATIONAL ACCOUNTS | 4988276 |
| LORD-KRAHN, KRISTINE MARIE | CHIEF LEGAL OFFICER | 4241291 |
| THOMES, ERIC JON | CHIEF EXECUTIVE OFFICER | 4645308 |
| WALTHER, COREY JAY | PRESIDENT | 2398952 |
| WYSOCKI, REBECCA | PRINCIPAL FINANCIAL OFFICER | 6558204 |
| WYSOCKI, REBECCA | CHIEF FINANCIAL OFFICER | 6558204 |
| WYSOCKI, REBECCA | PRINCIPAL OPERATIONS OFFICER | 6558204 |
Disclosures
| Regulatory Event | 1 |
Red Flags
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