Jacob Merk, CPA, CFP

Financial Consultant

Jacob K. Merk, CPA, CFP®

Financial Consultant

Jacob is a Certified Public Accountant, a CERTIFIED FINANCIAL PLANNER™ professional and a General Securities Registered Representative, with his Series 7 registration held through LPL Financial. He holds a Bachelor of Science Degree in Finance and Accounting from the University of Wisconsin - La Crosse.

Financial planning allows Jacob to help people in a meaningful and impactful way.  He treats his clients like family and truly listens to them to help create a financial plan that aligns with their long-term goals.  Jacob's training in tax and financial planning helps clients move from uncertainty to finding clarity in the outlook of their financial future. 

Jacob is an active member in the Winnebago Estate Planning Council and Propel Oshkosh.  In his free time, Jacob likes to hunt, fish, run and root for his favorite sports teams. 


Phone (920) 230-6898
Fax (920) 230-6899