Jakob Loescher, a financial advisor with Savant Capital Management, a leading independent, nationally-recognized fee-only wealth management firm, has been named to Forbes’ list of America’s Top Next-Generation Wealth Advisors. The first-ever ranking features 500 millennial advisors, naming Loescher #13.
Loescher has spent his entire financial services career with Savant. In 2007, he served as an intern, primarily responsible for assisting 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 for reliable business news and financial information. Its list of America’s Top Next-Generation Wealth Advisors was developed by SHOOK Research and represents individuals 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 #13 spot on the list of American’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. Jake and the entire Savant team are what makes us one of the leading Registered Investment Advisory firms in the nation.”
With more than 19,500 nominations received, 500 millennial advisors were chosen based on a minimum of four years relevant experience and acceptable compliance records. In addition, telephone and in-person interviews were conducted to examine best practices such as client service models, 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.
Savant manages more than $5 billion in assets and employs more than 140 team members. Headquartered in Rockford, IL, Savant also has offices in Chicago, Freeport, Geneva, Hoffman Estates, Naperville, Peoria, Sterling, Wilmette, IL; McLean, VA; and Madison and Park Falls, WI. For more information about savant, visit www.savantcapital.com.
About Savant Capital Management
Savant Capital Management is a leading independent, nationally-recognized, fee-only firm, serving clients for 30 years with $5 billion in assets under management. As a trusted advisor, Savant Capital Management offers investment management, financial planning, retirement plan and family office services to financially established individuals and institutions. Savant also offers corporate accounting, tax preparation, payroll and consulting through its affiliate, Savant Tax & Consulting.
Savant is regularly recognized among the top wealth managers in the United States. Savant was the recipient of the 2015 Best-in-Business IMPACT Award™, part of Schwab’s IMPACT Awards® program to recognize excellence in the business of independent financial advice. Savant has consistently received other industry recognitions including recently being included on the Forbes top 200 financial advisors list, the Barron’s top 20 independent advisory firms list, being named the #9 rated RIA firm by Financial Planning magazine, and included in additional top advisors lists by Financial Advisor magazine and InvestmentNews.
Savant Capital Management is a Registered Investment Advisor. Savant’s marketing material should not be construed by any existing or prospective client as a guarantee that they will experience a certain level of results if they engage Savant’s services and may include lists or rankings published by magazines and other sources which are generally based exclusively on information prepared and submitted by the recognized advisor. Click here for more information about Savant or to view our Important Disclosures.
Savant Capital Management and its employees are independent of and are not employees or agents of Charles Schwab & Co., Inc. (“Schwab”). Schwab does not prepare, verify or endorse information distributed by Savant Capital Management. The Best-in-Business IMPACT Award™ is not an endorsement, testimonial endorsement, recommendation or referral to Savant Capital Management with respect to its investment advisory and other services.