portrait of Jacob Vehring
FINANCIAL ADVISOR

Jacob Vehring

CFP®, ChFC®, CEPA®
6725 Lake Rd, Windsor, WI 53598opens in a new window
CallSend Me a Message

About Jacob

As an Edward Jones financial advisor, I believe it’s important to understand what financial goals you’re working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. We will partner together throughout your life to help your goals stay on track.

There are three things I strive to provide my clients throughout our time working together:
- A clear explanation of the investments I recommend.
- Timely updates on market conditions and volatility.
- Transparent explanations of costs.

In 2011, I began my career...

Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Entrepreneurs & Business Owners
  • Employee Stock Options

Work History

  • Edward JonesJuly 2019 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™
  • ChFC®

    Chartered Financial Consultant®
  • CEPA®

    Certified Exit Planning Advisor®

Education

  • Michigan Technological UnivBachelor of Science

Personal Interests

  • Spending Time with Family
  • Reading
  • Traveling
  • Football
  • Hockey

Team Members

  • Darcy Hugo
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:30PM
Tue 08:00AM - 05:30PM
Wed 08:00AM - 05:30PM
Thu 08:00AM - 05:30PM
Fri 08:00AM - 05:00PM
Sat By Appointment Only
Sun By Appointment Only

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

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