Jacob Ryan Shamban

Employer firm

Fiduciary Financial Planning Network CRD 313361

$176M regulatory AUM 10 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Educational seminars

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

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

Current Employers

Employment History

• 08/2021 → 05/2023
  Student
  La Crosse, WI
• 08/2019 → 07/2021
  Student
  Council Bluffs, IA
• 08/2010 → 07/2019
  Student
  Fulshear, TX
• 05/2017 → 08/2017
  Aquatico
  Rosenberg, TX
• 02/2022 → 10/2024
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 06/2023 → 05/2026
  Northwestern Mutual Investment Services Llc
  Onalaska, WI
• 11/2024 → 05/2026
  Scott Pagenkopf
  Onalaska, WI
• 11/2024 → 05/2026
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI
• 06/2026 → Present
  La Crosse Financial Planning
  Onalaska, WI

Exams

• S63 Uniform Securities Agent State Law Examination
  2023-07-17

Designations

• Certified Financial Planner

Other Names

• Jacob Ryan Shamban
• Jake Or Sham Shamban