Jacob Soener has been an investment adviser representative at CLF Asset Management since July 2019, and is not listed among the firm’s executive officers or direct owners. Jacob Soener holds a Bachelor's in Personal Finance with a concentration in Financial Planning from the University of Wisconsin-Madison.
CLF Asset Management, Inc. is a Madison, WI firm with $147M under management, 386 clients and 5 advisers in one office, as of its March 2026 filing.
Jacob C. Soener joined CLF Asset Management in 2019. He works with individuals and business owners, integrating financial, tax and investment planning into a single strategy, including tax and estate planning, withdrawal sequencing, Roth conversion timing, Social Security claiming and debt management.
- CLF Asset Management, Inc.Current– present · 7 yearsMadison, WI · Adviser representative · Firm CRD 284060
Professional designations
Listed by CLF Asset Management
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Jacob Soener is registered as an investment adviser representative in 2 states. The first approvals date from July 2019; the most recent is Texas, in December 2024.
- TexasSince 6 December 2024
- WisconsinSince 31 July 2019
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 31 July 2019 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Jacob Charles Soener
- CRD
- 7046873
- Firm
- CLF Asset Management · CRD 284060
- Office
- 999 FOURIER DRIVE, SUITE 301, Madison, WI 53717
- Registration
- Investment adviser registration
- In the industry since
- July 2019
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- clfasset.com
Where does Jacob Soener work?
Jacob Soener is an investment adviser representative registered through CLF Asset Management, Inc. since July 2019, and is not listed among the firm’s executive officers or direct owners.
Is Jacob Soener a financial advisor?
Yes. Jacob Soener has a current investment-adviser registration in Texas and Wisconsin, through CLF Asset Management since July 2019.
How many years of experience does Jacob Soener have?
Jacob Soener has 7 years in the financial industry, since July 2019, across 1 adviser firm.
What exams has Jacob Soener passed?
Jacob Soener passed the Series 65 in July 2019.
Where is Jacob Soener based?
Jacob Soener’s registered office is in Madison, WI.
Is Jacob Soener registered with FINRA?
No. Jacob Soener has no current broker registration.
Is Jacob Soener a CFP?
CLF Asset Management lists Jacob Soener with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Jacob Soener’s record?
Search CRD 7046873 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jacob Soener’s full registration record.
