Mr. Jacob (Jake) Wichlinski graduated from Purdue University (West Lafayette) with a B.S. in Finance. After graduation, he joined our advisory team at Lowden Financial Partners as a private practice financial advisor.
Jake has a passion for helping his clients build and manage their investments. Having a strong academic background in finance, Jake practices our firm's philosophy of using statistically backed decision making for his client's financial plans and investment management.
When he is not meeting with clients or in the office, you can find Jake on the soccer field!
Main Areas of Practice:
- Investment Management
- Retirement Planning
- Financial Planning
- Life Insurance Offerings
Registrations and Licenses:
- Series 65 – Uniform Investment Adviser Law Exam
- Series 63 – Uniform Securities Agent State Law Exam
- Series 6 – Investment Company and Variable Contracts Products Representative Exam
- Securities Industry Essentials (SIE)
- Life & Health Insurance