Jeremy Penkert,
CFP®, AIF®
Jr. Financial Advisor
“I believe in working collaboratively with my clients to help them work towards their goals.”
Experience
- 6 years of industry experience
Education
- Bachelor of Science, Recreation Management – Minnesota State University, Mankato
- Master of Science, Education – University of Wisconsin, La Crosse
Registrations and Licenses
- FINRA Series 7* – General securities representative
- FINRA Series 66* – Uniform combined state law
- Minnesota Producer – Life and Health
*Held through Raymond James
Credentials
- Certified Financial Planner®
- Accredited Investment Fiduciary®
Community Service
- New Ulm Junior Baseball Association
- Sioux Trails Ducks Unlimited
- New Ulm Jaycees
- New Ulm Knights of Columbus
A Little More About Me
- I love spending time with family and friends
- I love coaching my kid’s activities
- I am an avid hunter and fisherman
- I like playing and watching sports, SKOL Vikings!!
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
