Broker Check
Jacob Moeder CFP®

Jacob Moeder CFP®

Client Service Specialist

Jacob Moeder is a Client Service Specialist who graduated from Kansas State with a Personal Financial Planning degree and a minor in Business administration. He has Interned with us for the past two summers and was hired full-time in June 2020. Jacob has recently passed his Series 7, Series 66, and is licensed in Life and Health. He has also passed the CERTIFIED FINANCIAL PLANNER™ exam, which is one of the top accreditations in this field. While not at work, he spends time with his friends and family. During the summer, there is a good chance you will find him at either Table Rock or Beaver Lake, behind a grill, or fishing.