JACOB REINHARDT

Jake Reinhardt is a seasoned financial professional with a rich background and passion in wealth management. Jake went to the University of Minnesota - Carlson School of Management, where he became the 9th family member to attend. There, he earned a bachelor’s degree in finance with a minor in Accounting and Management.

His passion for working closely with clients blossomed during his time running an exterior painting business in the summers. His hands-on experience ignited his passion for developing client relationships and seeing projects to the end. After college Jake embarked on his financial career with Northwestern Mutual, gaining valuable insights into the industry.

Jake left Northwestern Mutual and joined Scottrade to work with clients in wealth management. As the financial landscape evolved, Jake navigated 2 different mergers and acquisitions that took place. The first was TD Ameritrade acquisition of Scottrade in 2018 and the next was the Charles Schwab acquisition of TD Ameritrade in 2020. Jakes achievements include membership in the President’s Club at Scottrade, Circle of Champions at TD Ameritrade, and outstanding performance at Schwab.

Driven by a commitment to excellence, Jake pursued further education, earning both the Certified Financial Planner™ (CFP®) and Certified Exit Planning Advisor (CEPA®) designations. These credentials reflect Jake’s ongoing dedication to providing holistic financial solutions and his desire to continue to learn.

On a personal note, Jake recently married his wife, Annika, in July of 2023 and is expecting their first child in August. When not immersed in financial matters, he enjoys hosting lively Gopher tailgates, and unwinding on Lake Minnetonka with loved ones. His weekends often include getaways to the family cabin in Wisconsin.

Jake Reinhardt is a seasoned financial professional with a rich background and passion in wealth management. Jake went to the University of Minnesota - Carlson School of Management, where he became the 9th family member to attend. There, he earned a bachelor’s degree in finance with a minor in Accounting and Management.

His passion for working closely with clients blossomed during his time running an exterior painting business in the summers. His hands-on experience ignited his passion for developing client relationships and seeing projects to the end. After college Jake embarked on his financial career with Northwestern Mutual, gaining valuable insights into the industry.

Jake left Northwestern Mutual and joined Scottrade to work with clients in wealth management. As the financial landscape evolved, Jake navigated 2 different mergers and acquisitions that took place. The first was TD Ameritrade acquisition of Scottrade in 2018 and the next was the Charles Schwab acquisition of TD Ameritrade in 2020. Jakes achievements include membership in the President’s Club at Scottrade, Circle of Champions at TD Ameritrade, and outstanding performance at Schwab.

Driven by a commitment to excellence, Jake pursued further education, earning both the Certified Financial Planner™ (CFP®) and Certified Exit Planning Advisor (CEPA®) designations. These credentials reflect Jake’s ongoing dedication to providing holistic financial solutions and his desire to continue to learn.

On a personal note, Jake recently married his wife, Annika, in July of 2023 and is expecting their first child in August. When not immersed in financial matters, he enjoys hosting lively Gopher tailgates, and unwinding on Lake Minnetonka with loved ones. His weekends often include getaways to the family cabin in Wisconsin.