Jake Loescher
Gestor de Cartera-Acciones en Savant Capital LLC (Illinois) .
Perfil
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.
Cargos activos de Jake Loescher
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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. | Gestor de Cartera-Acciones | 01/05/2007 |
Formación de Jake Loescher.
Northern Illinois University | Undergraduate Degree |
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Relaciones de 1er grado
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Empresas privadas | 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 |
- Bolsa de valores
- Insiders
- Jake Loescher