Financial Solutions Group Wealth & Risk Management Services, LLC

CONNECT

Address:

9000 W. Chester Street, Suite 100
Milwaukee, WI 53214

Phone:

(414) 615-4850

Fax/Other:

(414) 615-4960

Jacob O'Keefe, RICP

Jacob O'Keefe, RICP

BUSINESS PHILOSOPHY

My goal is to provide families and business owners with assistance in building their financial freedom. I have the skills, knowledge and experience required to help meet my client's established goals. My personal goal is to become a lifetime resource for each and every client.

QUALIFICATIONS

  • Licensed to sell Life and Health Insurance in WI, MI, IN
  • Registered to offer securities products in WI & MN
  • Earned his Retirement Income Certified Professional (RICP®) designation
  • Super Starter Award Recipient in 2006

EDUCATION

  • Degree in Finance from University of Milwaukee, WI

PERSONAL

  • Resident of Wausau, WI
  • Family:  Wife, Amanda; Daughter, Olivia; Son, William
  • Hobbies:  Spending time with family, golfing, and curling
  • Member of Wausau Noon Optimist Club

 

Phone (715) 845-1881
Fax (715) 842-1524
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck