Jacob W. Schaffer

Financial Advisor at Wells Fargo Advisors

Role: Financial Advisor at Wells Fargo Advisors
Location: Sioux Falls, SD, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About Jacob W. Schaffer

This information is intended for use by residents of AL, AZ, CA, CO, CT, FL, IA, IL, KS, MN, MT, ND, NE, NV, OH, OK, SD, TN, TX, VA, and WY and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency* Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate* Subject to Investment Risks, Including Possible Loss of the Principal Amount InvestedWells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social

Experience

Financial Advisor
Wells Fargo Advisors
Oct 2024 — Present · Sioux Falls, SD, US
My practice focuses on a select group of wealthy families where we help those families create a wealth plan that that is flexible enough to meet their goals during life, succession periods and at death. We pride ourselves on creating a family office experience where communications are answered promptly and where business gets done. My other core practice area is helping significant nonprofit organizations with their investment management, governance and charitable objectives.

Education

University of Nebraska-Lincoln
Bachelor’s Degree, Business Administration, Accounting, with Highest Distinction, 4.0 High Scholar
2004 — 2006
University of Nebraska-Lincoln
Juris Doctor (J.D.), Taxation of Business Transactions, with Distinction
2006 — 2009

Skills

Corporate Law
Estate Administration
High Net Worth Individuals
Business Planning
Succession Planning
Financial Planning
Estate Tax Planning
Business Succession Planning
Securities
Estate Planning
Public Speaking
Legal Writing
Real Estate
Charitable Planning
Estate Law
Trust Services
Wealth
Tax Law
Trusts
Investments
Charities
Mergers & Acquisitions
Strategic Financial Planning
Wealth Transfer Planning
Tax
Wealth Management Services

Contact information

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Work email
•••••@wellsfargoadvisors.com
Personal email
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Current company

Wells Fargo Advisors

Financial Services · 15K employees · St. Louis, Missouri, United States

With financial advisors serving our clients in all 50 states, Wells Fargo Advisors is headquartered in St. Louis. At the end of the day, we help our clients succeed financially. For us – our Financial Advisors and thousands of other team members – it's a commitment. It's about honoring our relationship with clients and being fully invested in their success. Investors’ needs are more complex now than at any time in history. There are the usual concerns that investors can plan for, but there are also those events when life happens. That’s why investors are increasingly looking for advice they can trust from a financial services firm which has experience and expertise, and an uncompromising dedication to its clients. Opinions and comments expressed by LinkedIn Members are those of the persons submitting them and do not necessarily represent our views. Additional guidelines can be found on wfa.com/social. Investment and Insurance Products are: * Not Insured by the FDIC or Any Federal Government Agency * Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate * Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested Wells Fargo recognizes and values the diversity of its employees, customers and business partners. EOE, M/F/D/V. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC and Wells Fargo Advisors Financial Network, LLC, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. © 20••••25 Wells Fargo Clearing Services, LLC. All rights reserved. PM-09••••••••21 Wells Fargo Investment Institute, Inc. (WFII) is a registered investment adviser and wholly-owned subsidiary of Wells Fargo Bank, N.A., a bank affiliate of Wells Fargo & Company.

wellsfargoadvisors.com

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