Loescher Ranked as One of America’s Top Millennial Advisors
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 who 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.