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Tuesday, November 26, 2024

STATELINE CHAMBER OF COMMERCE: Savant Advisor Ranked on Forbes’ Best-in-State Wealth Advisors List

Business discussion

Stateline Chamber of Commerce issued the following announcement on Feb. 25. 

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. To view the complete list of Best-In-State Wealth Advisors, click here.

Loescher also has previously been ranked by Forbes. For three straight years he was named one of America’s top millennial advisors.

For more information about Savant Wealth Management, visit savantwealth.com.

Original source can be found here. 

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