Jacob Shamban has been an investment adviser representative at La Crosse Financial Planning since July 2026, and is not listed among the firm’s executive officers or direct owners.
La Crosse Financial Planning Inc. is an Onalaska, WI firm with $176M under management, 333 clients and 5 advisers across 2 offices, as of its April 2026 filing.
Jacob Shamban is a financial planner at La Crosse Financial Planning with 5+ years of experience helping individuals and families with financial decisions. He works closely with Freeman Linde to provide planning and ongoing support while serving his own clients.
- – present · under a yearOnalaska, WI · Adviser representative · Firm CRD 313361
Professional designations
Listed by La Crosse Financial Planning
- CFP®
Investment adviser representative registrations
Jacob Shamban is registered as an investment adviser representative in 2 states. Each was approved in July 2026.
- MinnesotaSince 9 July 2026
- WisconsinSince 9 July 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 6TO | Investment Company Products/Variable Contracts Representative Examination | 26 August 2023 |
| Series 7TO | General Securities Representative Examination | 26 August 2023 |
| Series 63 | Uniform Securities Agent State Law Examination | 17 July 2023 |
| SIE | Securities Industry Essentials Examination | 29 June 2023 |
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Jacob Ryan Shamban
- CRD
- 7488527
- Firm
- La Crosse Financial Planning · CRD 313361
- Office
- 1131 MAIN STREET, Onalaska, WI 54650
- Registration
- Investment adviser registration
- In the industry since
- September 2023
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- lacrossefinancialplanning.com
Where does Jacob Shamban work?
Jacob Shamban is an investment adviser representative registered through La Crosse Financial Planning Inc. since July 2026, and is not listed among the firm’s executive officers or direct owners.
Is Jacob Shamban a financial advisor?
Yes. Jacob Shamban has a current investment-adviser registration in Minnesota and Wisconsin, through La Crosse Financial Planning since July 2026.
How many years of experience does Jacob Shamban have?
Jacob Shamban has 3 years in the financial industry, since September 2023, across 1 adviser firm.
What exams has Jacob Shamban passed?
Jacob Shamban has passed 4 licensing exams: the SIE, Series 63, Series 6TO and Series 7TO. The earliest, the SIE, was passed in June 2023.
Where is Jacob Shamban based?
Jacob Shamban’s registered office is in Onalaska, WI.
Is Jacob Shamban registered with FINRA?
No. Jacob Shamban has no current broker registration.
Is Jacob Shamban a CFP?
La Crosse Financial Planning lists Jacob Shamban with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
Source: Jacob Shamban biography, lacrossefinancialplanning.com
How can I verify Jacob Shamban’s record?
Search CRD 7488527 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jacob Shamban’s full registration record.