Jacob Kogler, CFP®
Jake is a Registered Representative with Kestra Investment Services, LLC and an Investment Advisor Representative with Kestra Advisory Services, LLC.
Jake joined Greater Midwest Financial Group in 2012 and works as a Financial Advisor and Senior Case Manager for GMFG’s client base. In his role, he manages the case prep team, assists advisors with the preparation of financial portfolios for client meetings, participates on the GMFG Investment Committee, processes service requests and ensures clients’ needs are taken care of. He works closely with our senior relationship managers to ensure that all clients are on track toward meeting their financial goals. In addition, Jake works directly with clients in the relationship manager capacity, helping families plan their path to financial independence. Jake has been named a Five Star Wealth Manager* from 2021-2022.
*The 2021-2022 Five Star Awards are based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management, among other factors. Wealth managers do not pay a fee to be considered or placed on the final list.< Back to Team