Jacob Charles Soener

Employer firm

Clf Asset Management, Inc. CRD 284060

$147M regulatory AUM 15 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2019 → Present
  Clf Asset Management, Inc.
  Madison, WI
• 12/2018 → 05/2019
  Mass Mutual
  Madison, WI
• 09/2016 → 05/2019
  Uw-Madison
  Madison, WI
• 11/2016 → 07/2017
  Aiesec Madison
  Madison, WI
• 05/2017 → 08/2017
  Barton Solvents, Inc.
  West Bend, WI
• 02/2018 → 11/2018
  Uw Flexible Option
  Madison, WI
• 05/2018 → 08/2018
  Clf Asset Management
  Madison, WI

Other Businesses

Capitol Lakes Financial, LLP, an insurance agency and as such is separately licensed as an independent insurance agent. In this capacity, he can affect transactions in insurance products for his clients and earn commissions for these activities. Lussier Community Education Center - Treasurer for 501c3 without authorization to transfer funds in any way. Advise on budgeting and serve board of directors. Unpaid.

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-07-31

Designations

• Certified Financial Planner