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Jake Harmsen, CFP®, CPA, AEP®

Wealth Manager, Partner
Jake serves as a Wealth Manager and Partner, working directly with his clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life, including investments, tax planning, risk management, retirement, employee benefits and estate planning. With more than 15 years of experience in the financial services industry, Jake offers his clients a truly comprehensive planning experience. Prior to joining Creative Planning, Jake was a Principal/Senior Financial Advisor with a national investment advisory firm that was acquired by Creative Planning in 2022. Jake received his Bachelor of Science degree in Business Administration, with majors in accounting and finance, from Marian University in Fond du Lac, Wisconsin. He is a Certified Public Accountant, a CERTIFIED FINANCIAL PLANNER™ professional, as designated by the Certified Financial Planner Board of Standards, and an Accredited Estate Planner, as awarded by the National Association of Estate Planners & Councils. Jake and his wife, Sarah, have three boys: Maddox, Nash and Decker. In his spare time, Jake enjoys hunting, fishing and spending time with his family.

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“Your wealth works harder when it works together.”

Peter Mallouk

President & CEO, Creative Planning

Serving Clients Nationwide

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STATES & ABROAD

Providing financial peace of mind across the globe

$225

BILLION

Combined assets under management & advisement as of December 31, 2021