May 27, 2022Category: Uncategorized
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 2021-2023.
Jake graduated from Bethel University where he earned a Bachelor of Science degree in accounting and finance. He played on the Bethel University men’s hockey team for four years and captained the team during his senior year. Outside of work, Jake likes to golf, fish, hunt and play hockey. Jake resides in the Twin Cities and enjoys spending time with his wife, Jamie; his son, Liam; his daughter’s, Emma and Avery; and his family and friends.
*The 2021-2023 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