Forbes has named Jakob Loescher (’08, B.S. finance) among America’s Top Next-Generation Wealth Advisors. In the first-ever ranking that features 500 millennial advisors, Loescher is No. 13.
Loescher is a financial advisor with Savant Capital Management, a leading independent, nationally recognized wealth management firm. He has spent his entire financial services career with Savant.
In 2007, he began as an intern and assisted planners and advisors in the analysis of client investment portfolios. He joined the firm as a financial advisor the following year. Since 2008, he has been responsible for managing all aspects of the financial planning and investment process for Savant’s clients. In October 2016, Loescher became one of 47 employee-members of the firm. Savant has more than 140 employees based throughout its 12 offices across the country.
Forbes is an American business magazine and a leading source of reliable business news and financial information. Its list of America’s Top Next-Generation Wealth Advisors, developed by SHOOK Research, represents individuals who were born in 1980 or later and are the top-performing young advisors at their respective firms.
“We are thrilled for Jake being named to the No. 13 spot on the list of America’s Top Next-Generation Wealth Advisors,” said Brent Brodeski, CEO of Savant. “Jake’s goal is to develop strong relationships with his clients. He genuinely cares for people and focuses on making the complexities of financial planning clear and simple for his clients.”
With more than 19,500 nominations received, 500 millennial advisors were chosen based on a minimum of four years of relevant experience and acceptable compliance records. In addition, telephone and in-person interviews were conducted to examine best practices, such as client service models, the investing process, business types, and leveraging team and firm resources. Credentials, revenue and assets under management were also considered. Neither Forbes nor SHOOK received a fee in exchange for rankings.
Click here to view the complete list of America’s Top Next-Generation Wealth Advisors.