Eagle Strategies
42yrs
Top advisor by experience in Elkhorn
7yrs
Jacob Stroh
Financial advisor at Principal Securities
Jacob Stroh has worked in the financial industry for 7 years and is a fiduciary financial advisor based in Elkhorn, Nebraska. Jacob has been with Principal Securities since 2024. Principal Securities offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 69 advisors with offices in Elkhorn, and one of 65 fiduciaries.
At a glance
Experience7 years (since 2020)
How that compares ?7 years in the industry
Office18205 Capitol Ave Suite 300, Elkhorn, NE 68022
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$324,050
Advisors at the firm1,465
States licensed ?1 state
Services through Principal Securities
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2024 – nowPrincipal Securities, Inc.Current firm
Contact Jacob
Local office(402) 492-8899Ask for Jacob. (888) 774-6267Main office · Des Moines, IA 18205 Capitol Ave Suite 300Elkhorn, NE 68022Office · Get directions X (Twitter) pagePrincipal Securities
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Questions to ask Jacob
Tailored to Jacob’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Jacob
How do I contact Jacob?
Call Jacob’s local office at (402) 492-8899 or the Principal Securities main office at (888) 774-6267, and ask for Jacob Stroh.
How long has Jacob been a financial advisor?
Jacob has been in the industry since 2020, about 7 years. 7 years in the industry.
What licenses does Jacob hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Jacob a fiduciary?
Jacob is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jacob paid?
Principal Securities reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask Jacob for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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