Jacob Rabas (CRD# 5330865) is an Investment Advisor Representative working at Associated Investment Services, Inc. in Green Bay, WI and has over 17 years of experience in the finance industry. Jacob Rabas has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5602971
Gateway Wealth Partners, LLC
CRD# 4661784
Gateway Wealth Partners, LLC
CRD# 6226751
Verus Wealth Management
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
Like the CFP, ChFCs take extensive coursework on a wide variety of financial planning topics. ChFCs actually take more coursework than CFPs, but are not required to prove their knowledge through a board examination.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Associated Investment Services, Inc. | Green Bay, WI | Mar 2021 - Current | 3 |
| Thrivent Financial | Appleton, WI | Jul 2017 - Mar 2021 | 3 |
| Thrivent Investment Management Inc. | Sturgeon Bay, WI | Jul 2015 - Mar 2021 | 5 |
| Thrivent Financial | Appleton, WI | May 2017 - Jul 2017 | < 1 |
| Thrivent Financial | Appleton, WI | Jul 2015 - May 2017 | 1 |
| Schneider | Green Bay, WI | Mar 2015 - Jul 2015 | < 1 |
| Mcgill University | Montreal, WI | Sep 2011 - Jun 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2007 |
| S63 | Uniform Securities State Law Examination | Aug 2015 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2018 |
- AZ
- FL
- MI
- MN
- WI
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Total Assets Under Management863MILLIONS
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Total Number of Accounts4,578ACCOUNTS
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Average Account Value$188,413
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
AZ, CA, FL, GA, IA, IL, IN, LA, MI, MN, MO, NE, NV, OH, SC, TX, WI
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