Jacob Mccue, Cfa, Cfp® Email and Phone Number
With a deep asset management background, I am familiar with the needs of affluent as well as high net worth individuals. Holistically I consider client goals and align tax, insurance, investment, and estate planning to those goals. My experience gives me the tools, and my network gives me the resources to achieve those goals for clients.
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Financial AdvisorSecured RetirementSaint Paul, Mn, Us -
Financial AdvisorSecured Retirement Oct 2024 - Present -
Financial AdvisorThrivent Sep 2023 - Oct 2024Shakopee, Minnesota, United States -
Financial AdvisorNeil Jesani Wealth Management, Llc Mar 2023 - Jul 2023Sunrise, Florida, United States• Neil Jesani Wealth Management LLC is an entity separate than that of Neil Jesani Advisors Inc. Investing involves risk, including the potential loss of principal. Neil Jesani Wealth Managements registered financial advisor representatives are authorized only to conduct business with residents of the states and/or jurisdictions in which they are registered. -
Investment ManagerLgm Wealth Management Jul 2020 - Jun 2022Bloomington, Mn• Securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above. Investment advice offered through Guzek Asset Management, Inc., a registered investment advisor. Guzek Asset Management, Inc and LGM Wealth Management are separate entities from LPL Financial. • Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.• The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
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Investment AnalystNfp Dec 2018 - Jul 2020 -
Trust Investment AdvisorU.S. Bank Aug 2012 - Apr 2018Minneapolis, MinnesotaDedicated to managing investments within US Bank Private Client Group. -
Performance AnalystWells Fargo Sep 2008 - Aug 2012 -
Investment Operations SpecialistWells Fargo Jun 2006 - Sep 2008
Jacob Mccue, Cfa, Cfp® Education Details
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Finance
Frequently Asked Questions about Jacob Mccue, Cfa, Cfp®
What company does Jacob Mccue, Cfa, Cfp® work for?
Jacob Mccue, Cfa, Cfp® works for Secured Retirement
What is Jacob Mccue, Cfa, Cfp®'s role at the current company?
Jacob Mccue, Cfa, Cfp®'s current role is Financial Advisor.
What schools did Jacob Mccue, Cfa, Cfp® attend?
Jacob Mccue, Cfa, Cfp® attended University Of Minnesota-Duluth.
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