Jacob John Larue

Current Employers

Employment History

• 08/2016 → 06/2025
  Focus Financial
  Minneapolis, MN
• 07/2018 → 06/2025
  Osaic Wealth, Inc.
  Minneapolis, MN
• 01/2019 → 06/2025
  Focus Financial
  Minneapolis, MN
• 06/2025 → Present
  Savvy
  Harrodsburg, KY

Previous Registrations

• 2020-01-28 → 2025-06-16
  Focus Financial
  Minneapolis, MN
  Harrodsburg, KY

Other Businesses

1) FOCUS FINANCIAL POSITION: Financial Advisor NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 140 START DATE: 08/22/2016 ADDRESS: 1000 Shelard Parkway, Suite 250, Minneapolis MN 55426, United States DESCRIPTION: Assist team with financial planning analysis, investment analysis, and client recommendations. 2) LARUE FINANCIAL PLANNING, LLC POSITION: Owner NATURE: S-Corp, I am paid a salary and dividends for securities related business. INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 12/31/2023 ADDRESS: 1046 Lanes Mill Rd, Lawrenceburg, KY 40342, United States DESCRIPTION: Established an S-Corp. Opened bank accounts for the S-Corp. Manage books. 3) PERSPECTIVE 6 WEALTH ADVISORS LLC POSITION: Partner NATURE: Partnership LLC Owned by Perspective Financial Planning LLC (a single member LLC owned by Matthew Nelson) and by Finley Financial (a single member LLC owned by Matthew Finley) and LaRue Financial Planning LLC (a single member LLC owner by Jacob LaRue) Receives all RIA fees and then pays those out to the other LLCs. INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 02/01/2024 ADDRESS: 1000 Shelard Parkway, Suite 250, Minneapolis MN 55426, United States DESCRIPTION: Manage books, bank accounts, paying bills, overseeing tax prep and taxes.

Exams

• S63 Uniform Securities Agent State Law Examination
  2019-02-15

Designations