Jacob W. Loucks

WEALTH FOR YOU FINANCIAL

Charlotte, NC 28277

CRD#: 8136211

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Professional summary

Jacob William Loucks, who also goes by Jacob W Loucks, is a registered financial advisor currently at WEALTH FOR YOU FINANCIAL, LLC located in Charlotte, North Carolina.

Jacob is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Jacob has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jacob W Loucks

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jacob William Loucks's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

March 30, 2026 - Present

WEALTH FOR YOU FINANCIAL, LLC

Office #1: 3540 Toringdon Way St. 200, Charlotte, NC 28277

RIA

CRD#: 305627

Charlotte, NC

Past

July 30, 2025 - February 27, 2026

FOGUTH WEALTH MANAGEMENT, LLC.

RIA

CRD#: 327434

Clarksville, MI

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Michigan
(3/30/2026)

IAR

North Carolina
(4/1/2026)

IAR

South Carolina
(6/10/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 7/30/2025

Uniform Investment Adviser Law Examination

Current Firm

WEALTH FOR YOU FINANCIAL, LLC

CRD#: 305627 / SEC#:

Michigan

Registered Investment Advisory firm - (9/17/2019 Approved)

North Carolina

Registered Investment Advisory firm - (9/30/2025 Approved)

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Contact information

Main Address

8323 Office Park Dr, Grand Blanc, MI 48439

Mailing Address

Phone number

(810) 695-7510

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	589
AUM (Assets Under Management)	$ 53,208,748

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Jacob W. Loucks

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jacob William Loucks's CRS (Customer Relationship Summary).

Certified licenses

Experience

WEALTH FOR YOU FINANCIAL, LLC

FOGUTH WEALTH MANAGEMENT, LLC.

State Registrations and Notice Filings

Exams

Series 65

Date: 7/30/2025

Current Firm

WEALTH FOR YOU FINANCIAL, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

WEALTH FOR YOU FINANCIAL, LLC

TRUST BUT VERIFY

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