Years of Experience
5-20+ Years
REEDSBURG, WI
0 Disclosures
ADVISOR BIO
Jacob Adam Krueger is a financial advisor with over 10 years of experience in the financial services industry. Jacob is registered with the state of Wisconsin as an Investment Advisor Representative and has his Series 7 and Series 66 licenses. Jacob currently works at MBE Wealth Management, LLC, a firm with over $859 million in regulatory assets under management. Previously, Jacob was a financial advisor at LPL Financial LLC, BMO Harris Financial Advisors, Inc. and Edward Jones. Jacob is a CERTIFIED FINANCIAL PLANNER™ professional and has a specialization in retirement planning, college savings, insurance and estate planning.
SPECIALIZATIONS
Madison, WI
1 Years Experience
0 Disclosures
ADVISOR BIO
Jacob Patrick Schiessl is a registered representative with Harbour Investments, Inc., in Madison, Wisconsin. Jacob has been active in the financial services industry since April 2024. Jacob's professional background includes roles at JL3 FINANCIAL, UW MADISON, SECURA, PICK N SAVE, KIMBERLY HIGH SCHOOL, and JRG MIDDLE SCHOOL. Jacob is also a registered investment advisor representative in Wisconsin.
SPECIALIZATIONS
WAUWATOSA, WI
10 Years Experience
0 Disclosures
ADVISOR BIO
Jacob T. Neary is a financial advisor who is registered with J.p. Morgan Securities LLC. Jacob has been in the financial industry since 2015. Jacob is licensed to provide financial advice in Connecticut and Wisconsin. Jacob specializes in providing financial planning, pension consulting, and portfolio management services to individuals and businesses.
SPECIALIZATIONS
OSHKOSH, WI
9 Years Experience
0 Disclosures
ADVISOR BIO
Jacob Kenneth Merk is a financial advisor with LPL Financial LLC, serving clients in Oshkosh, Wisconsin. Jacob Kenneth Merk has been in the financial services industry since March 2016. Jacob Kenneth Merk is registered to provide investment advice in Arizona, Florida, Georgia, Illinois, Indiana, Oregon, South Carolina, Utah, Virginia, Washington, and Wisconsin. Jacob Kenneth Merk is also licensed as a Registered Representative in Wisconsin. Jacob Kenneth Merk has earned the Certified Financial Planner designation.
SPECIALIZATIONS
Brookfield, WI
10 Years Experience
0 Disclosures
ADVISOR BIO
Jacob Sensiba is a financial advisor with over 9 years of experience in the industry. Jacob is registered with Gateway Wealth Partners, LLC, an independent investment advisor firm, and provides investment advisory services through the firm. Jacob is also registered with the Securities and Exchange Commission (SEC) and holds the Series 63, Series 65, Series 7, and SIE licenses. Jacob specializes in providing financial planning, pension consulting, selection of other advisors, and portfolio management for individuals.
SPECIALIZATIONS
PEWAUKEE, WI
9 Years Experience
0 Disclosures
ADVISOR BIO
Jacob Stoflet is a financial advisor at Edward Jones, serving clients from the Pewaukee, Wisconsin area. Jacob joined Edward Jones in December 2015. Jacob has a proven track record of success in the financial services industry, having also worked at Securian Financial Services, Inc. and Ultra Mart Foods LLC. Jacob holds the Series 7, Series 66, and SIE licenses and is registered to provide investment advice in 54 states and jurisdictions. Jacob is committed to providing personalized financial guidance and helping clients achieve their financial goals.
SPECIALIZATIONS
GREEN BAY, WI
11 Years Experience
0 Disclosures
ADVISOR BIO
Jacob Jeffrey Rabas is a financial advisor with Associated Investment Services, Inc.. Jacob Rabas is a Certified Financial Planner™ and a Chartered Financial Consultant. Jacob has experience in the financial services industry since 2013. Jacob is currently registered with the state of Arizona, Florida, Michigan, Minnesota, Texas, and Wisconsin. Jacob is also registered with FINRA and the state of Wisconsin.
SPECIALIZATIONS
Brookfield, WI
1 Years Experience
0 Disclosures
ADVISOR BIO
Jacob Dziubek is a financial advisor associated with Ameriprise Financial Services, LLC in Brookfield, WI. Jacob is registered to provide investment advice and is active in the financial services industry. Jacob has passed both the Series 7TO and SIE exams. Jacob specializes in a variety of financial products and services for individuals, businesses, and institutions.
SPECIALIZATIONS
DELAFIELD, WI
0 Disclosures
ADVISOR BIO
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.
SPECIALIZATIONS
MILWAUKEE, WI
9 Years Experience
0 Disclosures
ADVISOR BIO
Jacob Baker is a financial advisor with Osaic Wealth, Inc. Jacob has been in the industry since 2015 and has experience in providing solutions for clients on fixed products through Crump Insurance Services. Jacob is also a shareholder in Highpoint Capital Group. Jacob is registered to provide investment advice in several states, including Colorado, Florida, Illinois, Maryland, Michigan, Minnesota, Missouri, North Carolina, Oregon, Tennessee, Texas, and Wisconsin.
SPECIALIZATIONS
