Jacob Cummings, Cfp®, Mba

Jacob Cummings, Cfp®, Mba Email and Phone Number

Financial Advisor with nVision Wealth @ nVision Wealth
overland park, kansas, united states
Jacob Cummings, Cfp®, Mba's Location
Leawood, Kansas, United States, United States
Jacob Cummings, Cfp®, Mba's Contact Details

Jacob Cummings, Cfp®, Mba work email

Jacob Cummings, Cfp®, Mba personal email

n/a
About Jacob Cummings, Cfp®, Mba

Comprehensive wealth management for mass-affluent families and small business owners including specialties in the following areas: Corporate Retirement Plans, Estate Planning Strategies, Charitable Giving, Business Succession and other Liquidation Events, Investment Advice, Retirement Planning Strategies and Education Planning.Securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to website section above. Third party posts on this profile do not reflect the view of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which I am registered to do business, please visit www.nvision-wealth.com. Investment Advice offered through nVision Wealth, a registered investment advisor and separate entity from LPL Financial.

Jacob Cummings, Cfp®, Mba's Current Company Details
nVision Wealth

Nvision Wealth

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Financial Advisor with nVision Wealth
overland park, kansas, united states
Website:
nvision-wealth.com
Employees:
12
Jacob Cummings, Cfp®, Mba Work Experience Details
  • Nvision Wealth
    Financial Advisor
    Nvision Wealth Mar 2017 - Present
    9200 Indian Creek Pkwy, Ste. 500, Overland Park Ks 66210
    View
  • Mcinnes Wealth Management, Llc
    Financial Advisor
    Mcinnes Wealth Management, Llc Sep 2013 - Feb 2017
    Overland Park, Ks
  • Ameriprise Financial Services, Inc.
    Financial Advisor & Business Financial Advisor
    Ameriprise Financial Services, Inc. Oct 2006 - Sep 2013
    View
  • Cummings Contracting, Inc.
    Chief Marketing Officer, Project Management And Residential Construction
    Cummings Contracting, Inc. Jul 1993 - Dec 2006

Jacob Cummings, Cfp®, Mba Skills

Retirement Planning Investments Small Business Estate Planning Financial Analysis Finance Financial Advisory Asset Management Succession Planning Insurance Financial Planners Retirement Public Speaking Project Management Management Financial Services Budgets Strategic Planning Budget Asset Managment Wealth Management Securities Finra Strategic Financial Planning Series 7 401k

Jacob Cummings, Cfp®, Mba Education Details

Frequently Asked Questions about Jacob Cummings, Cfp®, Mba

What company does Jacob Cummings, Cfp®, Mba work for?

Jacob Cummings, Cfp®, Mba works for Nvision Wealth

What is Jacob Cummings, Cfp®, Mba's role at the current company?

Jacob Cummings, Cfp®, Mba's current role is Financial Advisor with nVision Wealth.

What is Jacob Cummings, Cfp®, Mba's email address?

Jacob Cummings, Cfp®, Mba's email address is ja****@****mpf.com

What schools did Jacob Cummings, Cfp®, Mba attend?

Jacob Cummings, Cfp®, Mba attended Rockhurst University, University Of Central Missouri, Bishop Miege.

What skills is Jacob Cummings, Cfp®, Mba known for?

Jacob Cummings, Cfp®, Mba has skills like Retirement Planning, Investments, Small Business, Estate Planning, Financial Analysis, Finance, Financial Advisory, Asset Management, Succession Planning, Insurance, Financial Planners, Retirement.

Who are Jacob Cummings, Cfp®, Mba's colleagues?

Jacob Cummings, Cfp®, Mba's colleagues are Mike Russell, Crpc, Bryan Hays, Jeannine Edmonds, Cfp®, Jill Prewett, Lance Gorsuch, Mike Osborne, Don Morse.

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