FINANCIAL ADVISOR

Jacob W. Bain

Financial Advisor
Jacob W. Bain
1700 South Silverbrook Drive
Suite 200
West Bend, WI 53095
Toll-Free: 800 558 1751
Direct: 262 808 2334

Jacob Bain, Financial Advisor in our West Bend, Wisconsin office, joined Ziegler Wealth Management in 2012. He brings his clients five years of professional experience having acted as District Sales Manager for a housewares supplier, where he was in charge of sales operations for the northwest Wisconsin territory. Prior to joining Ziegler Jacob served as a financial advisor with Edward Jones.

Jacob earned a B.B.A from the University of Wisconsin – Eau Claire. A life-long resident of Wisconsin, Jacob and his wife Nicole currently reside in West Bend, Wisconsin. Like most Wisconsinites, he cheers for the Packers as well as enjoys camping, traveling and spending time with family. Jacob holds Series 7, and 66 licenses, as well as licenses in life and health insurance.


Since 1902, Ziegler has specialized in the healthcare, senior living, education and religion sectors, generating a positive impact on the communities we serve. Ziegler Wealth Management extends that dedication by providing individuals and businesses a full array of solutions to help achieve their financial goals.

Our financial advisors have a responsive, personal approach to understanding your specific financial needs. Our solutions encompass personalized, full-service financial advice and planning.

SERVICES


WEALTH

• Full-Service Financial Planning

• Account Management

• Roth & Traditional IRAs

• 401K Rollovers

• Account Consolidation


INCOME/SAFETY

• Comprehensive Income Strategies

• Tax Advantaged Income Vehicles

• Retirement Income Planning

• Advanced Social Security Planning

• IRA Income Strategies


ESTATE

• Beneficiary Designations

• Advanced Life Insurance Strategies

SOLUTIONS


MUTUAL FUNDS

• Stock Funds

• Bond Funds

• Commodities Funds

• Alternative Investments

• Municipal Bond Funds


SEPARATELY MANAGED ACCOUNTS

MANAGED ACCOUNTS

INDIVIDUAL BOND PORTFOLIOS

LIFE INSURANCE

ANNUITIES

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