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Jake Roggenkamp - Financial Advisor

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   Jake Roggenkamp believes trust is the most important attribute when building relationships. By treating others as we would like to be treated, Jake Roggenkamp has helped many clients achieve their definition of financial success.  He understands finances can be confusing and challenging, especially when life throws you a curve ball. Jake Roggenkamp has seen lots of changes in the financial industry over the last couple of years. Jake believes it's important to invest his time to understand what you're working toward before you invest your money. It's also important to understand the level of risk you're comfortable accepting when investing so we can balance it with the steps necessary to reach your long-term goals.  Whether you're planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, we can work together to develop specific strategies to help you achieve

Jake Roggenkamp - Financial Planning and Consulting Services

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 Jake Roggenkamp can assist you with all of your tax needs from the most basic to the very complex. Whether you are contemplating a 1031 for your real estate investment, starting a family LLC, optimizing your business structure, estate planning, or anything in between, Jake Roggenkamp CPA and his team can assist you and optimize your tax savings. Jake Roggenkamp specializes in providing financial advice for all stages of life. We offer a complete picture of your finances and work closely with our investment advisor representative to guide you in the right direction.

Jake Roggenkamp

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My name is Jake Roggenkamp, I’m a CPA based out of the Brainerd Lakes area in Minnesota. Our firm specializes in helping you keep more of what you make. We focus on a proactive, forward-looking tax and wealth planning approach to your financial situation.