Jake W Peterson

Financial Advisor

  • Mobile 309-269-7172
  • Office 563-326-5331

Professional

Before we can speak intelligently about the products and services that might be appropriate for you and your family, we need to get to know you. And, before you can feel comfortable sharing your goals and dreams, you need to get to know Jake.

A graduate of the University of Saint Ambrose in 2008,.

Jake specializes in holistic personal financial and busines planning, as well as helping people achieve a overall sense of financial security.

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Licensing

  • Financial Industry Regulatory Authority (FINRA) Series 6
  • Financial Industry Regulatory Authority (FINRA) Series 63
  • Iowa / Illinois License: Life, Accident & Health, Variable Life/Variable Annuity

Professional Specialties

  • Personal Planning Analysis
  • Business Planning Analysis
  • Long Term Care

Years of Experience

Jake represented Northwestern Mutual since 20012.

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck