Jake is responsible for delivering exceptional service to our clients and ensuring the client planning process is managed appropriately over time. He responds to and anticipates client needs, and assists the Wealth Managers in solving problems, preparing for client meetings, and executing client transactions.
Jake has worked in the financial services industry since 2006 and has been with Kreitler Financial since 2010. He holds Series 7 and 66 securities licenses as well as an insurance producer license and is a CERTIFIED FINANCIAL PLANNER™ professional. He is a graduate of Augustana College (Sioux Falls, SD).
Jake appeared on ESPN’s SportsCenter as a kid when they used a clip of him performing at a Minnesota Timberwolves halftime show as a member of the Alexandria Aces Basketball Performance Team.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.