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Wayne J

Series 63

Cedar Falls, IA

LPL Financial

Wayne Jacobson is a financial advisor with LPL Financial in Cedar Falls, IA, holding a Series 63 license and over 40 years of industry experience. He has been with LPL Financial since 1992 and also operates Jacobson & Co, which he founded in 1990. Outside of his advisory role, he writes fixed and life insurance business primarily with Transamerica Life and Allianz Life. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management services, including third-party asset management and institutional platforms, supported by extensive advisor tools and a broad non-advisory financial services infrastructure.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Ethan J

Series 66

Cedar Falls, IA

LPL Financial

Ethan Jacobson is a financial advisor at LPL Financial with 17 years of industry experience. He holds the Series 66 designation and has worked with firms including J.P. Morgan Securities and Chase Investment Services Corp. In addition to his advisory role, he is the owner of Jacobson Tax Solutions, LLC, a tax preparation and accounting business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Remington V

Series 66

Cedar Falls, IA

LPL Financial

Remington Van Raden is a financial advisor with LPL Financial in Cedar Falls, IA, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Jacobson Financial Services and Northwestern Mutual. He is also involved with Jacobson Tax Solutions, LLC, a tax preparation and accounting business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning and access to third-party asset management programs.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Logan W

Series 66

Cedar Falls, IA

LPL Financial

Logan Wolf is a financial advisor at LPL Financial with one year of industry experience. He holds a Series 66 designation and has worked with Jacobson Financial Services and True North Restoration of Iowa. Outside of his advisory role, Wolf has been involved in business activities related to Jacobson Financial Services, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services, including financial planning and access to model portfolios, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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