Savant Advisor Ranked on Forbes’ Best-in-State Wealth Advisors List
Jakob Loescher named No. 43 in Illinois
Financial Advisor Jakob Loescher with Savant Wealth Management, a nationally recognized, fee-only wealth management firm headquartered in Rockford, landed on Forbes’ 2021 Best-In-State Wealth Advisors list. Loescher is ranked No. 43 out of 118 Illinois-based wealth management advisors.
Loescher has been involved in the financial services industry since 2007. He is a financial advisor and employee-member of Savant; a member of its Advisory Council, an internal panel that provides input on ways to improve the client experience; and is a Team Leader of six other advisors who together serve more than 900 clients with a combined $1 billion in assets.
“I am honored to be ranked among the top financial advisors in Illinois,” said Loescher. “Through some of my own personal life experiences, I have come to understand that the one thing that matters most 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.”
The Best-In-State Wealth Advisors list includes more than 5,000 advisors who have been ranked in their respective states by SHOOK Research. To be considered, advisors must have a minimum of seven years of experience; other factors like revenue trends, assets under management, compliance records, industry experience, and their approach to working with clients were also considered. Neither Forbes nor SHOOK received a fee in exchange for rankings. View the complete list of Best-In-State Wealth Advisors.
Loescher also has previously been ranked by Forbes. For three straight years he was named one of America’s top millennial advisors.