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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 W Marringa is a financial advisor registered with the state of Illinois. Jakob W Marringa is also registered with the state of Oklahoma. Jakob W Marringa is affiliated with United Capital Financial Advisors, LLC, and has been with the firm since January 2009. Jakob W Marringa has the Chartered Financial Analyst designation. Jakob W Marringa specializes in the following areas: Financial planning, Portfolio management for individuals, Portfolio management for businesses, Pension consulting, Educational seminars, Selection of other advisors, Publication of periodicals, and Other. United Capital Financial Advisors, LLC has offices located in Irving, Texas. The firm manages over $17 billion in assets. The firm provides services to individuals, corporations, charitable organizations, pension and profit sharing plans, and investment companies. The firm's services include financial planning, portfolio management, and pension consulting.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Sub-adviser for other investment advisers
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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IL
01/27/2014 - Present
United Capital Financial Advisors (CHICAGO IL)
Active
Inactive
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