Jacob Ahlbrand, CPFA® in

Jacob Ahlbrand, CPFA®

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Financial Consultant at DeNovo Advisory Group
📍 Jasper, Indiana, United States

Jacob Ahlbrand is a Financial Consultant at DeNovo Advisory Group, where he focuses on providing clients with confidence and clarity in their financial plans. A graduate of Indiana Universitys Kelley School of Business, he holds a CPFA® designation and multiple FINRA registrations, specializing in wealth management and estate planning strategies.

Based north of Dallas, Jacob is married and enjoys hosting events, grilling with family, and traveling to Europe. He is an avid fan of Italian soccer, actively following the sport and supporting his favorite team, Juventus. This passion for international sports complements his interest in global travel.

Unique fact: Jacob is a dedicated supporter of the Italian soccer club Juventus.

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Experience
4 Years
Current Role
Financial Consultant
Job Level
Junior
Location
Jasper, Indiana, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

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Priorities

Topics Jacob cares about

Holistic Financial Planning
His professional focus is on breaking down clients' large financial decisions into manageable steps, covering wealth accumulation, retirement, and estate planning.
Market Analysis
He regularly shares weekly market commentary from LPL Financial Research, indicating a close watch on market trends and economic news.
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Career

Work history

1-2023
Financial Consultant
DeNovo Advisory Group
6-2022 - 12-2022
Wealth Management | Investments Intern
German American
2-2022 - 5-2023
Member
Financial Services Club (FSC)
In the press

Media appearances

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Education
Bachelor's degree
Indiana University - Kelley School of Business
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

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