Jacob Richard Overman, CFP®, CLU®, ChFC®

Wealth Management Advisor

You know what you want in life. What you may not know is what challenges may arise along the way. When it comes to financial security, you need to be prepared and protected for what life brings.  That is where Jake Overman comes in.

Throughout your lifetime, Jake Overman will help you understand what you need to prepare for and protect. You can feel confident that your financial future will be more secure.
 

My Mission

 
Securing Futures
Enhancing Lives
Creating Legacies
 
 
Integrity
A strict adherence to moral and ethical principals
 
Growth
Commitment to improving and challenging
ourselves personally and professionally
 
Commitment
Fulfilling promises
 
Professionalism
Displaying the highest degree of appearance, communication,
 relentless preparation and expertise
 
Personal Responsibility
Accountability for our own actions and results
 
 
As a Northwestern Mutual Wealth Management Advisor, Jake's mission is to help you achieve financial security for your family or business using comprehensive planning techniques. Jake’s team uses a no non-sense approach to help clients navigate through the complexities of financial planning.  Jake and his team assist clients in creating a financial plan to ensure they are on track to reach the goals most important to them. Jake helps guide them towards securing and growing wealth by focusing on the preservation and distribution of wealth into retirement, and for some of his clients this includes the eventual transfer of their wealth or business.

 

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To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck