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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jakob? Claim Your ProfileJakob Engelkes is an Investment Advisor Representative at Plante Moran Financial Advisors, working in the Grand Rapids office. Jakob has been in the financial industry since August 2014 and has been registered with Plante Moran Financial Advisors since June 2023. Jakob is currently registered as an Investment Advisor Representative in the state of Michigan. Jakob holds the Series 65 - Uniform Investment Adviser Law Examination license and is a financial advisor with the firm's Grand Rapids branch.
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
02/05/2024 - Present
Plante Moran Financial Advisors (Grand Rapids MI)
IA
Issued 02/05/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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