Jacob Charles Soener
Investment adviser representative at Clf Asset Management, Inc.
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$146.9MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Clf Asset Management, Inc.May 2019 to now
- Mass MutualDec 2018 to May 2019
- Clf Asset ManagementMay 2018 to Aug 2018
- Uw Flexible OptionFeb 2018 to Nov 2018
- Barton Solvents, Inc.May 2017 to Aug 2017
- Aiesec MadisonNov 2016 to Jul 2017
- Uw-madisonSep 2016 to May 2019
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 2 states (TX, WI).
Clf Asset Management, Inc.
$146.9MAssets managed
386Clients
5Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7046873
- Firm CRD
- 284060