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Jacob Steven Mayer

Cushing Capital Partners, LLC

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About Jacob Steven Mayer

Jacob Mayer is a financial advisor at Cushing Capital Partners, LLC. Jacob has been in the industry since 2015 and has experience working with both individuals and businesses. Jacob holds the Series 66, SIE, and Series 7 licenses. Jacob also has experience working with charitable organizations and corporations. Jacob is a Certified Financial Planner. Jacob is a partner in Verstand Partners LLC which seeks to own private real estate and business assets. Jacob is also a partner in MMO Investment Properties LLC, which owns corporate office space. Cushing Capital Partners, LLC is a Registered Investment Advisor with approximately $208,625,611 in regulatory assets under management.

Firm Information

Jacob Mayer is currently registered with Cushing Capital Partners, LLC. Cushing Capital Partners, LLC is an investment advisor based in Delafield, WI with $208,625,611 in regulatory assets under management. The firm provides financial planning, portfolio management for individuals, pension consulting, and selection of other advisors. Cushing Capital Partners, LLC serves high-net-worth individuals, corporations or other businesses, and individuals other than high-net-worth clients.
Cushing Capital Partners, LLC

417 GENESEE STREET

DELAFIELD, WI 53018

$208.63M

Assets Under Management

Not reported

Total Clients

3

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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 Mayer’s Registration & Firm History

WI

07/07/2021 - Present

Cushing Capital Partners, LLC (DELAFIELD WI)

WI

04/16/2015 - 07/13/2021

WELLS FARGO CLEARING SERVICES, LLC (DELAFIELD WI)

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Licenses & Designations

BOTH

Issued 05/13/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/16/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jacob Steven Mayer.
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