Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Michael Schumaker is a financial advisor who has been working in the industry since August 2016. Jacob is registered as an Investment Advisor Representative in Michigan with Plante Moran Financial Advisors. Jacob is a Chartered Financial Analyst (CFA) and has specializations in retirement planning, education planning and estate planning.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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MI
03/23/2022 - Present
Plante Moran Financial Advisors (Portage MI)
Active
Inactive
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