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Jakob C. Loescher

CFP®, ChFC®, AIF®, CRPC®, CRPS®

Senior Managing Partner / Financial Advisor / Member Owner

815.227.0300

Overview

Jakob “Jake” Loescher serves as senior managing partner and financial advisor, leading the advisory teams in Savant’s Rockford and Freeport, Illinois, offices with a focus on comprehensive financial planning and client education.

Involved in the financial services industry since 2007, he works closely with individuals and families to align personal values to build a purpose-driven financial plan. He prioritizes clarity and understanding, helping to empower clients with financial knowledge that matches their desire and appetite for information.

As a CERTIFIED FINANCIAL PLANNER® professional, Chartered Financial Consultant® (ChFC®), Accredited Investment Fiduciary® (AIF®), Chartered Retirement Planning CounselorSM (CRPC®), and Chartered Retirement Plan SpecialistSM (CRPS®), Jake focuses on proactive income and estate tax planning, with specialization in wealth transfer and philanthropy stages.

Jake has earned consistent national recognition for his leadership and client-centered approach. In 2025, AdvisorHub named him to its “250 Advisors to Watch” RIA ranking, earning him the No. 19 spot in the ranking1. Forbes has also named him to its list of America’s Top Wealth Advisors, including in 20262.

Active in the community, Jake serves on the board of directors for the Severson Dells Education Foundation, Rock Valley College Foundation, and the Illinois Area YMCA Endowment Fund. The Rockford Chamber of Commerce recognized him in 2016 as one of its 40 Leaders Under Forty3.

A summa cum laude graduate of Northern Illinois University in DeKalb, Jake holds a bachelor’s degree in finance and a minor in history.

Jake and his wife, Mackenzie, are the parents of Truman and Cecelia and continue to honor the memory of their son, Theodore. He enjoys hiking, biking, and camping in national and state parks, runs cross country, and helps coach the Rockford Wildcats youth running club, where his children participate. A lifelong music enthusiast, Jake sings and plays piano and guitar.

Areas of Focus

Jakob’s Approach

A personal approach and thoughtful guidance delivered with care, clarity, and insight shaped by your vision and goals.

Comprehensive Wealth Management

Integrated guidance for your full financial life, bringing together investment, tax, estate, and retirement planning to support your goals.

Comprehensive Wealth Management

Financial Planning

Our planning process helps you evaluate key areas of your financial life, uncover opportunities, and make decisions aligned with your goals.

Financial Planning

Investment Management

Evidence-based investing designed to help you stay focused on long-term goals while navigating changing market conditions.

Investment Management

Estate Planning & Wealth Transfer

Thoughtful estate planning guidance to help organize your affairs, support your wishes, and prepare for future generations.

Estate Planning & Wealth Transfer

Trust Services

Comprehensive trust administration supported by integrated investment, tax, estate, charitable, and business succession planning services.

Trust Services

Education

  • Northern Illinois University
    Bachelor of Science in Finance and minor in History, summa cum laude

Professional Designations

  • CERTIFIED FINANCIAL PLANNER® professional
  • Chartered Financial Consultant®
  • Accredited Investment Fiduciary®
  • CRPC®
  • Chartered Retirement Plans Specialist SM

Affiliations

  • Severson Dells Education Foundation – board member
  • Rock Valley College Foundation – board member
  • Illinois Area YMCA – Endowment Fund board member
  • Rockford Wildcats – coach

Insights & Perspectives

Thought leadership on wealth management, tax strategy, and financial planning.

Office Locations

Serving clients from our offices in Rockford and Freeport.

Freeport

1011 Loras Drive
Suite B Freeport, IL 61032
t. 815.297.0400

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Disclosures

CFP®

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.

1 2025 AdvisorHub 250 Advisors to Watch: This annual rating was published in June 2025 and is based on data from 12/31/2023 to 12/31/2024. Advisors are ranked on a 100-point scale in three categories. Scale: relative size of assets, production, and quality of service; Growth: relative year-over-year change in assets, clients, and production; Professionalism: regulatory record, community involvement, mentorship, and team makeup. Advisors must have at least $150m in AUM, seven years’ experience, two years at current firm and in good standing, and a clean regulatory record with two or fewer complaints and no significant judgments. Savant did not pay a fee to be included in the rankings.

2 2026 Forbes Best In State Wealth Advisors: This annual rating was published in April 2026 and based on data within a 12-month period ending June 30, 2025. The rating is developed by SHOOK Research and published by Forbes. Neither Forbes nor SHOOK Research receive a fee in exchange for rankings, and Savant Wealth Management did not pay to participate in or be considered for this recognition. Compensation has been paid for the right to use Forbes’ logo and to access premium website features.

3 2016 Rockford Chamber of Commerce 40 Leaders Under 40: This annual rating was published in November 2016. Savant did not pay a fee to be considered for this rating.

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