Savant Capital Management: Jakob Loescher ranked among America’s top 10 millennial advisors

RoseAnn Haedt
Communications Strategist
Chartwell Agency
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Savant Capital Management financial advisor recognized by Forbes for second consecutive year

MADISON, Wis. (August 6, 2018) – Savant Capital Management, a nationally-recognized fee-only wealth management firm located in Madison and Park Falls, is pleased to announce that Financial Advisor Jakob Loescher has been named to Forbes’ list of America’s Top Next-Generation Wealth Advisors. Loescher ranked #10 in the nation.

Loescher began his career in finance in 2007, by serving as an intern for Savant and joining the firm as a financial advisor the following year. Today, he is an employee-member of the firm and a member of its Advisory Council, an internal panel that provides input on ways to improve the client experience. In his role as financial advisor, Loescher is responsible for managing all aspects of the financial planning and investment process for Savant’s clients.

Forbes is an American business magazine and a leading source for reliable business news and financial information. Each advisor on the list of America’s Top Next-Generation Wealth Advisors was selected by SHOOK Research and represents individuals born in 1980 or more recent.

“It comes as no surprise that Jake has been ranked among some of the industry’s leading millennial financial advisors – for the second straight year. He is a natural born leader and an asset to our team,” said Brent Brodeski, CEO of Savant. “This recognition by Forbes is a reflection of Jake’s commitment to excellence in everything he does. From building meaningful relationships with his clients to committing to lifelong learning, Jake takes pride in his endeavors and encourages others along the way.”

With more than 23,000 nominations received, 1,000 millennial advisors were chosen based on a in-person interviews, industry experience, compliance records, revenue produces, assets under management and more. Neither Forbes nor SHOOK received a fee in exchange for rankings. Click here to view the complete list of America’s Top Next-Generation Wealth Advisors.

Savant manages nearly $6 billion in client assets and employs more than 150 team members. Headquartered in Rockford, Illinois, Savant also has offices in Chicago, Freeport, Geneva, Hoffman Estates, Naperville, Peoria, Sterling, and Wilmette, Illinois; McLean, Virginia; and Madison and Park Falls, Wisconsin. For more information about Savant, visit

About Savant Capital Management

Savant Capital Management is a leading independent, nationally-recognized, fee-only firm serving clients for 30 years with nearly $6 billion in assets under management. As a trusted advisor, Savant Capital Management offers investment management, financial planning, retirement plan and family office services to financially established individuals and institutions. Savant also offers corporate accounting, tax preparation, payroll and consulting through its affiliate, Savant Tax & Consulting.

Savant is regularly recognized among the top wealth managers in the United States. Savant was the recipient of the 2015 Best-in-Business IMPACT Award™, part of Schwab’s IMPACT Awards® program to recognize excellence in the business of independent financial advice. Savant has consistently received other industry recognitions including recently being featured on the Forbes’ top 200 financial advisors list, the Barron’s top 20 independent advisory firms list, being named the #9 rated RIA firm by Financial

Planning magazine, and included in additional top advisors lists by Financial Advisor magazine and InvestmentNews.

Savant Capital Management is a Registered Investment Advisor. Savant’s marketing material should not be construed by any existing or prospective client as a guarantee that they will experience a certain level of results if they engage Savant’s services and may include lists or rankings published by magazines and

other sources which are generally based exclusively on information prepared and submitted by the recognized advisor. Click here for more information about Savant or to view our Important Disclosures.

Savant Capital Management and its employees are independent of and are not employees or agents of Charles Schwab & Co., Inc. (“Schwab”). Schwab does not prepare, verify or endorse information distributed by Savant Capital Management. The Best-in-Business IMPACT Award™ is not an endorsement, testimonial endorsement, recommendation or referral to Savant Capital Management with respect to its investment advisory and other services.

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