Savant Capital Management, a nationally-recognized fee-only wealth management firm headquartered in Rockford, IL, with locations in Chicago, Downers Grove, Freeport, Hoffman Estates, Naperville, Peoria, St. Charles, Sterling, and Wilmette, IL; Santa Fe, NM; Madison and Park Falls, WI; and McLean, VA is pleased to announce that Financial Advisor Jakob Loescher has been named to Forbes’ list of America’s Top Next-Gen Wealth Advisors. Loescher ranked #20 in the nation and #3 in Illinois.
Loescher began his career in finance in 2007 by serving as an intern for Savant and joining the firm as a financial advisor the following year. Today, he is an employee-member of the firm and a member of its Advisory Council, an internal panel that provides input on ways to improve the client experience. In his role as financial advisor, Loescher is responsible for managing all aspects of the financial planning and investment process for Savant’s clients.
Forbes is an American business magazine and a leading source for reliable business news and financial information. Each advisor on the list of America’s Top Next-Gen Wealth Advisors was selected by SHOOK Research and represents individuals born in 1980 or later.
“Jake is a talented millennial financial advisor and a consummate professional. We’re proud of his continued accomplishments in the industry and within our firm,” said Brent Brodeski, CEO of Savant. “This recognition by Forbes is a reflection of Jake’s ongoing commitment to excellence and dedication to the clients he serves.”
The 2019 Top Next Gen list includes 250 rising advisors who help manage over $490 billion in client assets. Each advisor was nominated by their firm, then vetted and ranked by SHOOK Research. View the complete list of America’s Top Next-Gen Wealth Advisors.
Rankings and/or recognition by Forbes should not be construed by a client or prospective client as a guarantee that he/she will experience a certain levels of results if Savant is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of Savant by any of its clients. Participation in the “Forbes” Top Next Generation Wealth Advisors” survey was free and Savant did not pay a fee to be considered for an award. Each advisor was nominated by their respective firm, then vetted and ranked by SHOOK Research. Each advisor—selected by SHOOK Research—is chosen based on an algorithm of qualitative and quantitative criteria, including: In-person interviews, Industry experience, Compliance records, Revenue produced & AUM. Ranking is based on an algorithm of qualitative and quantitative data, rating thousands of individuals with a min. of 4 years relevant experience and acceptable compliance records.