Jacob Soener (CRD# 7046873) is an Investment Advisor Representative working at Clf Asset Management, Inc. in Madison, WI and has over 4 years of experience in the finance industry. Jacob Soener has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4902024
Wismed Financial, Inc.
CRD# 5525772
Ameriprise Financial Services, LLC
CRD# 4582706
Trustage Investment Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Clf Asset Management, Inc. | Madison, WI | May 2019 - Current | 5 |
| Mass Mutual | Madison, WI | Dec 2018 - May 2019 | < 1 |
| Uw-madison | Madison, WI | Sep 2016 - May 2019 | 2 |
| Uw Flexible Option | Madison, WI | Feb 2018 - Nov 2018 | < 1 |
| Clf Asset Management | Madison, WI | May 2018 - Aug 2018 | < 1 |
| Barton Solvents, Inc. | West Bend, WI | May 2017 - Aug 2017 | < 1 |
| Aiesec Madison | Madison, WI | Nov 2016 - Jul 2017 | < 1 |
| West Bend Parks, Rec & Forestry | West Bend, WI | May 2016 - Aug 2016 | < 1 |
| Uw-whitewater | Whitewater, WI | Sep 2015 - Jun 2016 | < 1 |
| Toppers Pizza | Whitewater, WI | Nov 2015 - Apr 2016 | < 1 |
| Equipment Rentals | West Bend, WI | Jun 2015 - Aug 2015 | < 1 |
| West Bend School District | West Bend, WI | May 2009 - Jun 2015 | 6 |
| West Bend Hs Pool | West Bend, WI | May 2014 - May 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jul 2019 |
- WI
-
Total Assets Under Management89MILLIONS
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Total Number of Accounts728ACCOUNTS
-
Average Account Value$122,227
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other
IL, WI
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