Jakob C. Loescher
CFP®, ChFC®, AIF®, CRPC®, CRPS®
Financial Advisor / Team Lead
Member Owner
Jake is a team leader of a group of advisors that is responsible for managing approximately $1 billion in assets. He has particular interest in aligning an individual’s values system with their financial goals and strives to empower clients with an understanding of finance that meets their desire and appetite for information.
Jake has been involved in the financial services industry since 2007. He is a summa cum laude graduate of Northern Illinois University with a bachelor of science degree in finance and a minor in history. Jake is a CERTIFIED FINANCIAL PLANNER™ professional, a Chartered Financial Consultant® (ChFC®), an Accredited Investment Fiduciary® (AIF®), a Chartered Retirement Planning CounselorSM (CRPC®), and a Chartered Retirement Plan SpecialistSM (CRPS®).
Jake serves on the board of directors for the Rockford Chamber of Commerce, Severson Dells Nature Center and the Illinois Area YMCA, an endowment fund that benefits local YMCA staff and volunteers in Illinois and Indiana. In 2016 he was recognized by the Rockford Chamber of Commerce as one of 40 Leaders Under Forty. In 2021, for the fourth time in five years, he was named on Forbes’ list of America’s Top Next Generation Wealth Advisors. Jake is frequently interviewed by local TV stations and has been quoted by both local and national publications, including The Wall Street Journal, US News and World Report, Forbes, and the Rockford Register Star.
Jake and his wife Mackenzie are proud parents of their children, Truman and Cecelia, and continually honor the memory of their son, Theodore. Jake is an avid outdoorsman who enjoys hiking, biking, and camping in our national and state parks. He has a passion for music, both singing and playing, and currently plays piano and guitar.
Through tremendously difficult life experiences in the past 10 years, I have come to understand that the only thing that matters is the relationships we build. To that end, I deeply care about the future of each family I work with and I consider it a privilege to work as a servant leader for Savant's clients.
Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements. Neither rankings and/or recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Savant is engaged, or continues to be engaged, to provide investment advisory services. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers https://www.forbes.com/top-next-gen-advisors/#3769d64a6df0. Savant did not pay a fee to be included on any such ranking. After the award was received, Savant purchased two plaques commemorating the achievement. No ranking or recognition should be construed as a current or past endorsement of Savant by any of its clients.