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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.
- Advisor Type: Financial Advisor
- Website:
https://LGHWealth.com - Phone: 6125810109
- Email:
jake@lghwealth.com - City: Minnetonka
- State: Minnesota
- Postal Code: 55439
- Country: United States
- Designations:
JACOB REINHARDT
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2022 Colorado State of Owner Readiness Quick Look Brochure
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2022 Colorado State of Owner Readiness Report
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2023 National State of Owner Readiness Report
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2024 State of The Institute
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2024 Webinar Series
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5-4-3-2-1 Whitepaper
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5-4-3-2-1 Whitepaper
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A Look Inside The Unique World of - Value Creation Whitepaper
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A Look Into Pressure Solutions Inc.: An Exit Planning Case Study
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Access My Courses
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Business Attractiveness Scorecard
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Case Study: A Framework to Build Value
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Case Study: A Framework To Build Value In Your Business
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Case Study: How to Strategically Build Transferrable Value
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Case Study: How to Strategically Build Transferrable Value
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Case Study: Human Capital, The Exit Planning Institute
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Case Study: Human Capital, The Exit Planning Institute
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Case Study: The Value of Transitioning a Business to its Employees
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Case Study: The Value of Transitioning a Business to its Employees
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Case Study: Value Acceleration
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CEPA: 2024 APR | Online
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CEPA: 2024 AUG | Online
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CEPA: 2024 FEB | Online
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CEPA: 2024 JAN | Online
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CEPA: 2024 JUL | Online
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CEPA: 2024 JUN | Online
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CEPA: 2024 MAR | Online
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CEPA: 2024 MAY | Online
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CEPA: 2024 OCT | Online
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CEPA: 2024 SEP | Online
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Chapter Logos
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Decentralizing the Business Owner
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Decentralizing the Business Owner
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EPI Chapter President Circle Meeting Notes
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First Steps
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Five Stages of Value Maturity Infographic
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Five Stages of Value Maturity Infographic
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From Successful to Significant Whitepaper
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Infographic: Decentralizing the Business Owner
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Infographic: Five Stages of Value Maturity
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Infographic: The 5 D's
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Infographic: Who Has a Seat at the Table
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Intangible Capitals Make Or Break Your Business Whitepaper
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Know Your Gaps
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Stage 1: The Value Maturity Index - Identifying Value
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Successful to Significant Whitepaper
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The Impact of Unplanned Consequences on Business Value Whitepaper
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The Value Acceleration Methodology
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The Value Acceleration Methodology Infographic
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Understanding Your Business Value Whitepaper
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Understanding Your Business Value Whitepaper
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Walking You Through the Perfect Exit Whitepaper
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