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Jacob Ranallo
Assistant Director Portfolio Management at Vector Wealth Management
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Work Experience
Jan 2011 - Present · 13 years and 11 months
Assistant Director Portfolio Management
Mar 2022 - Present · 2 years and 9 months
Portfolio Management
Jan 2011 - Present · 13 years and 11 months
Loan Specialist
May 2010 - Sep 2010 · 4 months
Company Details
Vector Wealth Management is a comprehensive wealth management firm focused on helping our clients achieve financial understanding, clarity around their investments, confidence in the future, and trust in our ability to help. Since 1993, we have helped our clients make the transition from wealth accumulation to wealth distribution. We offer a personalized investment policy and retirement income plan using SOJOURN our proprietary software application. We want to help our clients get today right! Our experience has shown us that when our clients have more confidence about tomorrow's possibilities they do a better job of enjoying today. Visit vectorwealth.com/regulatory for important disclosures about our investment advisory services. Vector Wealth Management is a registered investment adviser. This platform is solely for informational purposes. Investing involves risk and possible loss of principal capital. Comments by viewers or third-party rankings and recognitions are no guarantee of future investment outcomes and do not ensure that a viewer will experience a higher level of performance or results. Public comments posted on this site are not selected, amended, deleted, or sorted in any way. If applicable, certain editing of personal identifiable information and mis information may be deleted. V23261048
Year Founded
1993
Social Media
Linkedin
Industry
Financial Services, Other Investment Pools and Funds, Finance and Insurance
HQ Location
43 Main St SE, Suite 236 Minneapolis, MN - Minnesota 55414, US
Keywords
Wealth Management ServicesRetirement Income PlanningFinancial PlanningTax PlanningInvestment ManagementSojourn - Our Proprietary Planning Toolwealth management serviceswealth managementinvestment advisory servicesinvestment advisory
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