Savant Wealth Management
Contact Us

Jacob D. Hauenstein

Client Discovery Representative

I am passionate about bettering individuals in a personal, professional, and holistic setting.

8401 Greenway Boulevard Suite 212 Middleton, WI 53562
608-836-3600

Jacob is a client discovery representative in Savant’s Middleton, WI office. He focuses on establishing relationships, serving as a first-touch contact for potential clients, helping to provide resources from our extensive planning library, and connecting prospective clients to our national network of advisors.

Jacob has been involved in the financial services industry since 2022. Prior to joining Savant, he was a financial services representative for a large financial services firm.

Jacob earned a bachelor of science degree in consumer finance and financial planning from the University of Wisconsin-Madison. He is a volunteer at Lussier Community Educational Center and serves as a liaison for the School of Human Ecology at UW-Madison. Jacob enjoys hiking, jeep riding, football, and spending time with friends.

Education &
Designations

  • University of Wisconsin-Madison
    Bachelor of Science in Consumer Finance and Financial Planning

Affiliations &
Community Service

  • Lussier Community Educational Center – volunteer
  • School of Human Ecology, UW-Madison – liaison

Contact Jacob

"*" indicates required fields

WITHDRAWAL OR TRADE POLICY: SAVANT IS NOT RESPONSIBLE FOR PLACING ANY TRADES FROM INSTRUCTIONS LEFT VIA ELECTRONIC MAIL OR VOICE MAIL. Please note that we will not act upon withdrawal or trade instructions via electronic mail or voice mail request without first acknowledging a correct understanding of the request with you. If you do not receive a response from us, please contact us by telephone (866-489-0500) to ensure that we received your request.

Please remember to contact Savant, in writing, if there are any changes in your personal financial situation or investment objectives for the purpose of reviewing our previous recommendations and/or services, or if you want to impose or modify any reasonable restrictions to our investment advisory services. Savant shall continue to rely on the accuracy of information that you have provided. Please be advised that there can be no assurance that any email request will be reviewed and/or acted upon on the day it is received. A copy of our current written disclosure Brochure and Form CRS discussing our advisory services and fees continues to remain available for your review upon request or at savantwealth.com.

I consent to sharing my information with Savant. By proceeding, you agree to receive communication from Savant. You can opt out at any time.

This field is hidden when viewing the form
This field is for validation purposes and should be left unchanged.