Jeff Jahnke, CFP®
Investment Advisor Representative
Jeff attended the University of Wisconsin-Oshkosh where he graduated Cum Laude with a B.S. Economics in 1995. He then returned for a year to finish his second degree in secondary education. Jeff continued his education while working fulltime completing a Masters of Science degree from the University of Wisconsin-Oshkosh in 1998. Jeff holds securities licenses of 7, 63, 65, 26 and insurances for Life and Health. In March of 2010 Jeff sat for the CERTIFIED FINANCIAL PLANNER™ exam and passed earning the designation of CFP®.
Jeff has been in the financial services industry since quitting his job as an economics teacher at Oshkosh West High School in June 2001. Jeff worked with corporate retirement plans to assist people in planning their future retirement. From this relationship Jeff works well with pre-retirees and small business owners. When working with clients Jeff likes to focus on the behavioral aspect of why people make decisions about their financial assets. Once we know the why the what is simple.
Jeff has been active in the Oshkosh Community raising money for charity and becoming a community leader. In the past Jeff has been active in the Oshkosh Boys and Girls Club in raising funds through the annual Golf-a-thon and volunteering for the Boys and Girls Club Alumni Fundraisers. Jeff has also been active in Oshkosh Jaycees and the Oshkosh Downtown Rotary Club.
Jeff has been recognized by the Oshkosh Northwestern as being one of the 4 under 40 in the community. This recognition comes from community involvement, success in chosen career path and dedication to making the community a better place to live.