Jacob Stalder's
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Current Position:

Financial Planner at Navigate Financial Planning

Experience:

12 years

Location:

Cedar Falls, Iowa, United States

How to contact Jacob Stalder

Last updated:2025-09-25

**@gmail.com

+1-520-***-**64

Analytics

According to LinkedIn Jacob Stalder started working on 2013, then the employee has changed 3 companies and 5 jobs. On average, Jacob Stalder works for one company for 1 year 10 months. Jacob Stalder has been working as a Financial Planner for Navigate Financial Planning for 1035 days. If you are interested in this candidate, contact him directly by using contact details provided by SignalHire.

Work Experience

Financial Planner at Navigate Financial Planning

Dec 2022 - Current

Wealth Advisor / Private Banker at FSB Premier Wealth Management, Inc.

Jan 2020 - Oct 2022

Advocacy & Supervision Analyst at Cambridge Investment Research, Inc.

Mar 2018 - Jul 2019

Advocacy and Supervision Specialist at Cambridge Investment Research, Inc.

Aug 2015 - Feb 2018

Operations Coordinator at Cambridge Investment Research, Inc.

Oct 2014 - Aug 2015

Life Skills Specialist at Insight Partnership Group

Aug 2013 - May 2014

Education

Certificate at University of Georgia - Terry College of Business

Bachelor’s Degree at Iowa Wesleyan University

Frequently Asked Questions

How long has Jacob Stalder been working as a Financial Planner?

Jacob Stalder's total experience in various companies as a Financial Planner 2 years 10 months.

What is Jacob Stalder's minimum period of employment in the companies?

Jacob Stalder's minimum period of employment in various companies is 9 months.

What is Jacob Stalder's average duration of employment for different companies?

On average, Jacob Stalder works for one company for 1 year 8 months

What industries has Jacob Stalder worked in?

Jacob Stalder worked in the Financial Services, and Mental Health Care.

What positions has Jacob Stalder held before?

Previously, Jacob Stalder worked as a Wealth Advisor / Private Banker, and Advocacy & Supervision Analyst, and Advocacy and Supervision Specialist, and Operations Coordinator, and Life Skills Specialist.

How do I contact Jacob Stalder?

Jacob Stalder's email address is **@gmail.com, phone number is +1-520-***-**64. Sign up to get contact details.

Who are Jacob Stalder's peers at other companies?

Jacob Stalder's peers at other companies are Shannon Fidler and Heather Banks CFP® and Mark Vilensky

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