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Jacob Charles Soener

CLF Asset Management, Inc.

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About Jacob Charles Soener

Jacob Charles Soener is an investment advisor representative with CLF Asset Management, Inc., a registered investment advisor. Jacob holds a Series 65 license and is a Certified Financial Planner. Jacob is experienced in providing financial planning and portfolio management services to individuals and businesses. Jacob has a strong understanding of the investment markets and is committed to helping his clients achieve their financial goals. Jacob has been in the financial industry for over 5 years. CLF Asset Management, Inc. is a full-service financial planning and investment advisory firm. The firm provides a variety of services, including financial planning, investment management, and retirement planning. CLF Asset Management, Inc. has a long history of serving clients in the Madison area and has a strong reputation for providing excellent service.

Firm Information

Jacob Soener is currently registered with CLF Asset Management, Inc.. CLF Asset Management, Inc. is an investment advisor with approximately $105,879,934 in regulatory assets under management. The firm provides financial planning, pension consulting, and portfolio management for individuals and businesses. They have approximately 927 clients, including 91 high-net-worth individuals and 4 pension and profit-sharing plans.

$105.88M

Assets Under Management

2

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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advisory services

Advisory services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jacob Soener’s Registration & Firm History

WI

07/31/2019 - Present

CLF Asset Management, Inc. (MADISON WI)

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Licenses & Designations

IA

Issued 07/31/2019

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jacob Charles Soener.
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