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Jacob Mccue, Cfa, Cfp® Email & Phone Number

Financial Advisor at Secured Retirement
Location: Greater Minneapolis-St. Paul Area, United States, United States 9 work roles 1 school
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✓ Verified May 2026 3 data sources Profile completeness 86%

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Current company
Secured Retirement
Role
Financial Advisor
Location
Greater Minneapolis-St. Paul Area, United States, United States

Who is Jacob Mccue, Cfa, Cfp®? Overview

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Quick answer

Jacob Mccue, Cfa, Cfp® is listed as Financial Advisor at Secured Retirement, based in Greater Minneapolis-St. Paul Area, United States, United States. AeroLeads shows a matched LinkedIn profile for Jacob Mccue, Cfa, Cfp®.

Jacob Mccue, Cfa, Cfp® previously worked as Financial Advisor at Thrivent and Financial Advisor at Neil Jesani Wealth Management, Llc. Jacob Mccue, Cfa, Cfp® holds Bachelor Of Business Administration (B.B.A.), Finance from University Of Minnesota-Duluth.

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Email format at Secured Retirement

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Secured Retirement

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Profile bio

About Jacob Mccue, Cfa, Cfp®

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.

Current workplace

Jacob Mccue, Cfa, Cfp®'s current company

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Secured Retirement
Secured Retirement
Financial Advisor
Saint Paul, MN, US
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Company profile
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9 roles

Jacob Mccue, Cfa, Cfp® work experience

A career timeline built from the work history available for this profile.

Financial Advisor

Thrivent

Shakopee, Minnesota, United States

Sep 2023 - Oct 2024

Financial Advisor

Neil Jesani Wealth Management, Llc

Sunrise, 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.
Mar 2023 - Jul 2023

Investment Manager

Lgm Wealth Management

Bloomington, 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.
  • 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.
Jul 2020 - Jun 2022

Investment Analyst

Nfp
Dec 2018 - Jul 2020

Trust Investment Advisor

U.S. Bank

Minneapolis, Minnesota

Dedicated to managing investments within US Bank Private Client Group.

Aug 2012 - Apr 2018

Investment Operations Specialist

Wells Fargo
Jun 2006 - Sep 2008
1 education record

Jacob Mccue, Cfa, Cfp® education

FAQ

Frequently asked questions about Jacob Mccue, Cfa, Cfp®

Quick answers generated from the profile data available on this page.

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 Secured Retirement?

Jacob Mccue, Cfa, Cfp® is listed as Financial Advisor at Secured Retirement.

Where is Jacob Mccue, Cfa, Cfp® based?

Jacob Mccue, Cfa, Cfp® is based in Greater Minneapolis-St. Paul Area, United States, United States while working with Secured Retirement.

What companies has Jacob Mccue, Cfa, Cfp® worked for?

Jacob Mccue, Cfa, Cfp® has worked for Secured Retirement, Thrivent, Neil Jesani Wealth Management, Llc, Lgm Wealth Management, and Nfp.

How can I contact Jacob Mccue, Cfa, Cfp®?

You can use AeroLeads to view verified contact signals for Jacob Mccue, Cfa, Cfp® at Secured Retirement, including work email, phone, and LinkedIn data when available.

What schools did Jacob Mccue, Cfa, Cfp® attend?

Jacob Mccue, Cfa, Cfp® holds Bachelor Of Business Administration (B.B.A.), Finance from University Of Minnesota-Duluth.

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