Jacob J. Gronewold, CFP<sup>&reg;</sup> - Financial Advisor

Jacob J. Gronewold, CFP®

Wealth Advisor

LifeMap Wealth Management

1124 Rickard Rd, Suite A
Springfield, IL 62704
FINANCIAL ADVISOR'S WEBSITE
(217) 321-3193 CONNECT WITH Jacob
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General

Jacob Gronewold is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at LifeMap Wealth Management in Springfield, IL and the surrounding communities.

Financial Advisor Overview

What makes LifeMap Wealth Management different is our commitment to education, planning, and solutions. We are committed in helping educate our clients on how their money is working for them. We will strive to provide life long planning by guiding and supporting them through life’s milestones. We will also provide personalized solutions that are tailored to fit their individual and family needs for years to come. When mapping your financial life can help change your life!

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Financial Advisor Experience

Jake Gronewold,  a Certified Financial Planner™ Professional and an Investment Advisor Representative of LPL Financial, joined LifeMap Wealth Management in July 2007. Jake is responsible for developing, delivering and servicing financial plans to clients. In addition, Jake provides investment analysis, research, and asset allocation modeling for portfolio construction.
 
Jake is a graduate of the University of Illinois - Urbana/Champaign with a Bachelor of Science degree in Finance and holds a Master Of Business Administration degree from the University of Illinois - Springfield. Jake holds securities registrations 7 and 63 with LPL Financial as well as variable, life and health insurance licenses.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation

LPL Financial

Broker-Dealer Disclaimer

Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor.  Member FINRA/SIPC.

FINRA BrokerCheck

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Investment Management, Estate Planning, Mutual Funds, Getting Married, Insurance, Retirement, Stocks & Bonds, Starting a Family, Long-term Care, Sudden Wealth

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Helpful Financial Planning Resources