Jacob Mccue, Cfa, Cfp®

Jacob Mccue, Cfa, Cfp® Email and Phone Number

Financial Advisor @ Secured Retirement
Saint Paul, MN, US
Jacob Mccue, Cfa, Cfp®'s Location
Greater Minneapolis-St. Paul Area, United States
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.

Jacob Mccue, Cfa, Cfp®'s Current Company Details
Secured Retirement

Secured Retirement

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Financial Advisor
Saint Paul, MN, US
Jacob Mccue, Cfa, Cfp® Work Experience Details
  • Secured Retirement
    Financial Advisor
    Secured Retirement
    Saint Paul, Mn, Us
  • Secured Retirement
    Financial Advisor
    Secured Retirement Oct 2024 - Present
  • Thrivent
    Financial Advisor
    Thrivent Sep 2023 - Oct 2024
    Shakopee, Minnesota, United States
  • Neil Jesani Wealth Management, Llc
    Financial Advisor
    Neil Jesani Wealth Management, Llc Mar 2023 - Jul 2023
    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 advisor representatives are authorized only to conduct business with residents of the states and/or jurisdictions in which they are registered.
  • Lgm Wealth Management
    Investment Manager
    Lgm Wealth Management Jul 2020 - Jun 2022
    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 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.
  • Nfp
    Investment Analyst
    Nfp Dec 2018 - Jul 2020
  • U.S. Bank
    Trust Investment Advisor
    U.S. Bank Aug 2012 - Apr 2018
    Minneapolis, Minnesota
    Dedicated to managing investments within US Bank Private Client Group.
  • Wells Fargo
    Performance Analyst
    Wells Fargo Sep 2008 - Aug 2012
  • Wells Fargo
    Investment Operations Specialist
    Wells Fargo Jun 2006 - Sep 2008

Jacob Mccue, Cfa, Cfp® Education Details

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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