Jake Wheeler
Personal Financial Planning Student at K-State | Peer Financial Counselor | Professional Strategic Selling Certificate | Financial Well-Being Ambassador | Graduating May 2027
- Role
- Premium Audit Intern at Farm Bureau Financial Services
- Location
- Manhattan, KS, US
- LinkedIn followers
- 500 followers
About Jake Wheeler
I’m a Personal Financial Planning student at Kansas State University working toward CFP® certification eligibility, supported by a nationally recognized CFP Board‑Registered Program. My coursework and training give me a strong foundation in financial planning, investments, insurance, tax, retirement, and client communication, all skills I’m actively applying in real conversations with students.As a Peer Financial Counselor at Powercat Financial, I provide one‑on‑one guidance on budgeting, saving, credit, student loans, and long‑term planning. The role has strengthened my ability to translate complex financial concepts into clear, actionable steps while building trust and delivering a high‑quality client experience.My background also includes internships in both audit and wealth management, along with a Professional Selling Certificate that sharpens my communication and relationship‑building skills. I’m energized by roles that blend finance, strategy, and client interaction, whether in wealth management, business development, or client‑facing roles in financial services or tech.I’m always open to connecting with professionals across finance, advisory, and business development.
Experience
Premium Audit Intern
Farm Bureau Financial Services
Jan 2026 — Present · Manhattan, KS, US
Conducted financial reviews of commercial insurance policies to verify premium accuracy and ensure compliance with underwriting guidelines.Analyzed business operations, payroll, and financial statements to assess risk exposure and recommend appropriate coverage adjustments.Strengthened skills in financial documentation, regulatory interpretation, and client communication
Education
Kansas State University
Bachelor of Science, Personal Financial Planning
Kansas State University
Certificate, Kansas Insurance
Kansas State University
Certificate, Professional Strategic Selling
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