Jake Loescher
Gestore di Portafoglio-Azioni presso Savant Capital LLC (Illinois)
Profilo
Mr. Jakob C.
Loescher is a Financial Advisor & Team Lead at Savant Capital LLC (Illinois).
He is a team leader of a group of advisors that is responsible for managing approximately $1 billion in assets.
He has particular interest in aligning an individual’s values system with their financial goals and strives to empower clients with an understanding of finance that meets their desire and appetite for information.
He has been involved in the financial services industry since 2007.
He serves on the board of directors for Severson Dells Nature Center, Friends of the Coronado, and the Illinois Area YMCA, an endowment fund that benefits local YMCA staff and volunteers in Illinois and Indiana.
Mr. Loescher is a summa cum laude graduate of Northern Illinois University with a Bachelor of Science degree in Finance and a minor in History.
He is a Certified Financial Planner professional, a Chartered Financial Consultant, an Accredited Investment Fiduciary, a Chartered Retirement Planning Counselor, and a Chartered Retirement Plan Specialist.
Posizioni attive di Jake Loescher
Società | Posizione | Inizio |
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Savant Capital LLC (Illinois)
Savant Capital LLC (Illinois) Investment ManagersFinance Savant Capital LLC, do-business-as Savant Wealth Management (Savant), is a SEC-registered investment advisor headquartered in Rockford, Illinois. The firm was founded by Thomas Muldowney in 1986 and is a subsidiary of Savant Capital Holdings LLC, which is owned by SCMI, Inc. (formerly known as Savant Capital Management, Inc.). Savant provides comprehensive financial advice and services to individuals, families, and businesses across the nation. | Gestore di Portafoglio-Azioni | 01/05/2007 |
Formazione di Jake Loescher
Northern Illinois University | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Aziende private | 1 |
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Savant Capital LLC (Illinois)
Savant Capital LLC (Illinois) Investment ManagersFinance Savant Capital LLC, do-business-as Savant Wealth Management (Savant), is a SEC-registered investment advisor headquartered in Rockford, Illinois. The firm was founded by Thomas Muldowney in 1986 and is a subsidiary of Savant Capital Holdings LLC, which is owned by SCMI, Inc. (formerly known as Savant Capital Management, Inc.). Savant provides comprehensive financial advice and services to individuals, families, and businesses across the nation. | Finance |
- Borsa valori
- Insiders
- Jake Loescher