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William (Jake) Jakus Vice President - Investments (414) 331-1151
Mission Statement: To help my clients create and manage wealth through education, goal-setting, superior customer service, and long-term relationships. First and foremost, I believe that relationships are at the heart of life. Therefore, my investment planning practice is rooted in this belief. No matter how technically competent an investment planner may be, if he/she is unable or unwilling to take the time to be available and communicate in terms that the client can understand, there is no foundation on which to build a long-term relationship. Goal: My style has been characterized as: "Conservative, Consistent, and Boring!" My overall goal is to help provide my clients with a reasonable annual rate of return over an extended period of time, in a well-diversified investment plan, accomplished in the most tax-efficient manner without taking excessive risk. Experience: Affiliation with Franklin City Investments, Ltd. since 1994 and current Vice President of Investments. Registered for securities with SII Investments, Inc., a registered broker/dealer. Also licensed for Life, Health, and Accident Insurance in Wisconsin. Formally licensed as a Real Estate Broker in Wisconsin. My Secret To Success: "Always Do What Is Best For The Client" |
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Securities and advisory services offered through SII Investments, Inc. Member FINRA/SIPC & a Registered Investment Advisor |