Profile for Jake Karstens

Jake
625 n michigan ave suite 1710
chicago, il 60611
773-657-8400
jkarstens@swcares.com

Professional Experience:

Jake commenced his professional career in 1998 as an intern and then Regional Sales Representative for DWS Scudder, now called DWS Investments. In an effort to hang his own shingle in 2005, Jake obtained licensing with nine different health insurance companies and established Midwest Investment Partners as an independent health brokerage and financial planning business.

In 2006, Jake Karstens joined the team at Managers Investment Group, where he initially functioned as a Regional Sales Representative. Jake Karstens’ impressive performance helped bring in millions of dollars within his first year and led to several promotions including Senior Regional Sale Rep and then Regional Director.

Starting in late 2008, Jake channeled his extensive experience into a position as an independent insurance broker and financial advisor. He has grown his practice year by year primarily through referrals from existing clients. He helps each client with their individual insurance and financial situation. He has truly found his calling in helping people with their financial goals.

Jake joined Interactive Financial Advisors to offer financial planning and money management to his clients. Jake offers Insurance and financial planning as a complimentary service. He wants to help clients understand their insurance policies, financial plans, and most importantly options. Meeting with Jake means simply sitting down and reviewing your current situation – family, business, finances, property, and long-term plans and goals. He will then use this information to identify a process to reach your financial goals.

Personal Information:

Jake currently lives in Clarendon Hills, IL with his family.

Jake Karstens attended Rollins College graduating with a degree in Economics in 2002 and did coursework in financial planning at DePaul , finishing in 2004. Jake holds currently holds 8 insurance and financial licenses, including his Series 65.

Time is important in financial planning. Don’t find out the hard way about protection you wish you had or money you wish you would have put away. “He who hesitates is lost.” Give Jake a call today.

BrokerCheck is a free tool to help clients and prospective clients make informed decisions regarding their financial situation. Please use the following link if you wish to conduct your own due diligence: brokercheck.finra.org

Back