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Our financial advice team


Charles Jakober

Charles Jakober

CFP®, ChFC®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Dagel, Jakober & Associates
36
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Investments
  • Retirement Plan Distribution
  • Retirement Income Strategies
  • Intergenerational Planning

Interests

Servicing my clients is my number one goal. When not working with clients, my wife, Shawnee, and I enjoy golfing, following Northern State University athletic teams and traveling.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • ChFC® Chartered Financial Consultant®

Education

  • Bachelor of Science in Business Administration from Northern State University in 1974.
Newsletter

to receive my newsletters and other financial and market information

Community participation

Serving on the NSU Wolves Club Board.

Attending and volunteering at Holy Cross Lutheran Church.

Establishing wildlife habitat on our family farm in McPherson County.