Jacob R. Shamban
Professional summary
Jacob Ryan Shamban, who also goes by Jake Or Sham Shamban, is a registered financial advisor currently at FIDUCIARY FINANCIAL PLANNING NETWORK located in Onalaska, Wisconsin.
Jacob is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Jacob has worked at 2 firms and has passed the Series 63, Series 6TO, Series 7TO and SIE exams.
At a Glance
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jacob Ryan Shamban's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 9, 2026 - Present
FIDUCIARY FINANCIAL PLANNING NETWORK
Office #1: 1131 Main Street, Onalaska, WI 54650August 26, 2023 - June 4, 2026
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(7/9/2026)
(7/9/2026)
Exams
Series 6TO
Date: 8/26/2023
Investment Company Products/Variable Contracts Representative ExaminationSeries 7TO
Date: 8/26/2023
General Securities Representative ExaminationCurrent Firm
FIDUCIARY FINANCIAL PLANNING NETWORK
CRD#: 313361 / SEC#: 801-135118
Contact information
Regulatory assets under management
| Total Number of Accounts | 1,004 |
| AUM (Assets Under Management) | $ 164,132,974 |
Red Flags
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