Jay Schaake is an independent LPL Financial Advisor with Northwest Financial Group LLC. He has helped clients pursue their financial goals since 1997. Jay draws from a varied professional background to coach his clients through a complete wealth management process. His approach to investing and wealth management relies on assessing clients’ current position, targeting avenues for safe growth, and building a focused game-plan that works towards individual goals.
Jay attended the University of Wyoming in Laramie, where he earned a Bachelor of Science degree in Education and a Masters degree in Athletic Administration. He currently holds Series 7, 63, and 65 Securities Registrations with LPL Financial. He also holds Health and Life Insurance licenses in Oregon and Washington. Jay also teaches a “Retirement Planning Today” class for the Financial Educators Network, in Corvallis. Throughout this course, Jay provides comprehensive instruction to the public to help people prepare for their retirement goals.
Jay enjoys golf and spending time with his wife, Kelly, their three children and two grandsons.
Jay offers Securities, Asset Management, and Advisory services through LPL Financial, a Registered Investment Advisor.