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Jakeb C Bakken - FINANCIAL ADVISOR in Ankeny, IA

Jakeb C Bakken

FINANCIAL ADVISOR

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During my time with Edward Jones, my team has focused on helping families plan for multiple financial goals. While retirement is often a large goal for most families, we understand there are others: • Are you looking to send your child...... Show More
Location & Business Hours
Business Hours
Fri
8 AM to 4:30 PM
Sat
appointment
Sun
closed
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About
During my time with Edward Jones, my team has focused on helping families plan for multiple financial goals. While retirement is often a large goal for most families, we understand there are others: • Are you looking to send your children to college or help them buy their first car? • Are you saving up for your next home purchase? • Are you wanting to create or maintain generational wealth, while making sure your family is prepared to manage it? We help families planning for these and other goals develop a tailored strategy to help make sure they feel prepared and in control of their financial future. I graduated from Iowa State University with a Bachelor of Science in finance. During my time at Iowa State, I also served six years in the Iowa Army National Guard as an infantryman and infantry team leader.I am a CERTIFIED FINANCIAL PLANNER® professional. The Certified Financial Planner Board of Standards Inc. awards CFP® certification to individuals who meet the board’s requirements for professionalism in financial services. To gain certification, a financial advisor must pass the CFP® Certification Examination and the CFP Board’s Fitness Standards for Candidates and Registrants, agree to abide by the CFP Board’s Code of Ethics and Professional Responsibility and comply with the Financial Planning Practice Standards.I also hold the Accredited Asset Management Specialist™ designation from the College for Financial Planning in Denver. I am assisted in day-to-day operations by my branch office administrator, Hunter Ruggles. We use an established five-step planning process to understand the things most important to you and to tailor a financial strategy to help you achieve them. It is our goal to be proactive to ensure you feel informed and in control of your financial life.Give us a call or stop by the office today. I welcome the opportunity to learn more about what is most important to you.
Specialities
Wealth Strategies
Retirement Savings Strategies
Estate & Legacy Strategies
Intergenerational Planning
College Savings
Portfolio Reviews
65
/850
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FAQs
Here are some Frequently Asked Questions about Jakeb C Bakken
What organization is Jakeb C Bakken associated with?
Jakeb C Bakken is associated with Edward Jones.
What is Jakeb C Bakken’s work email address?
Jakeb C Bakken’s professional email address is j**********n@e**********.com. You can also email Jakeb C Bakken by clicking on the contact Jakeb C Bakken.
Where is Jakeb C Bakken based out of?
Jakeb C Bakken’s primary location is Ankeny, IA.
What is Jakeb C Bakken's phone number?
Jakeb C Bakken's phone number is (515) 964-0808
What is Jakeb C Bakken's title??
Jakeb C Bakken is a FINANCIAL ADVISOR.