"CUSTOM FINANCIAL SOLUTIONS (sm)"

FINANCIAL PLANNING...is for Everyone!

It's never too soon or too late to think about retirement planning.  

Everyone deserves quality investment advice and a sound investment plan regardless of whether they are just starting out or have already acquired substantial wealth.

While we can choose from among the top investment vehicles, we are completely independent.  When we make a recommendation, you have the comfort of knowing you are getting objective advice.  We make sure you have all the facts you will need to make a prudent decision.

Here, at Jake Jakus Investments, Inc. we know that an informed investor is our best client.

IMPORTANT CONSUMER INFORMATION
This site is for informational purposes only and is not intended to be a solicitation or offering of any security and:

• Representatives of a Registered Broker-Dealer ("BD") or Registered Investment Advisor ("IA") may only conduct business in a state if the representatives and BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, that state; or (b) are excluded or exempted from that state's registration requirements.
• Representatives of a BD or IA are deemed to conduct business in a state to the extent that they would provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advice for compensation.
• We are registered to offer securities in the following states: Wisconsin, Illinois, Pennsylvania and California
• We are licensed to sell insurance in the following states: Wisconsin

Securities and advisory services offered through SII Investments, Inc. Member FINRA/SIPC & a Registered Investment Advisor
SII and Jake Jakus Investments are separate companies. SII does not provide tax or legal advice.