Jake Harmsen, CFP
Wipfli Financial Advisors
Certified Financial Planner in Green Bay, WI
https://www.wipflifinancial.com/about/locations/wisconsin/wi-green-bay
Address:469 Security Blvd
Green Bay, WI 54313
About Jake Harmsen
Jake Harmsen is a financial professional at Wipfli Financial Advisors located in Green Bay, Wisconsin. Jake Harmsen holds an industry securities registration subject to FINRA oversight having passed securities examinations . Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.
Professional Profile
Education and Degrees
No education details are currently available for this financial planner.
Languages
Jake Harmsen provides services to clients in the following language(s):
- English
Specialties and Skills:
Contact this financial planner directly to learn more about their skills and specialties, since not all may be listed.
- Financial Planning Services
Industry Specialties
- No Industry Specialties
Contact Information
Address:
Jake Harmsen469 Security Blvd
Green Bay, WI 54313
Phone Number:
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Website:
https://www.wipflifinancial.com/about/locations/wisconsin/wi-green-bay
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