Jacob Kogler CFP®
Jake joined Greater Midwest Financial Group in 2012. He is a partner in the firm and the lead advisor for many of our clients. In his role, Jake helps clients identify their financial goals and construct a sustainable plan to help balance their current lifestyle needs with the goals they have set for the future. Jake holds the Certified Financial Planner (CFP®) designation and has been named a Five Star Wealth Manager* from 2021–2024.
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.
