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Jared Linskens, Financial Professional

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Milwaukee, WI
Jared Linskens, Financial Professional

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I currently work at Equitable Advisors as a Financial Professional. I love learning new things and helping others.

Whether starting a new career, contemplating retirement, accumulating a large estate, or prioritizing spending, I help provide guidance and alternatives to help clients reach their goal. I graduated from the University of Wisconsin Eau-Claire in May of 2023 with a Bachelor's degree in Finance. As a financial advisor, I hope to be able to combine work with being able to help and educate people financially. I help build clients portfolios and create strategies to eliminate financial risk. Helping client's achieve their goals is my goal.

10/28/2026

Before you start house hunting, find out what you can realistically afford. This calculator factors in your income, debts, and down payment to give you a number.

Estimate how much home may fit within your budget based on income and expenses.

10/21/2026

Learn more about whether you need to pay estimated taxes.

Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.

10/14/2026

With increasing wealth comes unique financial challenges.

Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.

10/07/2026

Do you know the ins and outs of charitable giving? It's more complicated than you may think. Learn more now.

This article may help you maximize the benefits of your donation for your chosen charity.

09/30/2026

Did you know that starting just one decade earlier can be more impactful than tripling your contributions? The math might surprise you. Read on to see how time can do the heavy lifting for you.

See how starting early—not saving more—can be the most powerful move you make for your long-term future.

09/23/2026

Thinking about refinancing your student loans? Compare your current terms with a new rate to see if refinancing could reduce what you pay over time.

Compare your current student loan terms to a potential refinance to see if it makes sense.

09/16/2026

Discover the YOLO Economy and why Millennials are prioritizing experiences over material things in this thought-provoking article.

The YOLO Economy is a focus on experiences over material possessions, prompting Boomers to consider a similar mindset.

09/09/2026

Attention Estate Executors: Do you know about the Alternate Valuation Date?

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

09/02/2026

Building a personal legacy may be the highest order of altruism. It can begin with four simple steps.

A four-step framework for building a personal legacy.

08/26/2026

Have you ever had to deal with a "white elephant" inheritance? Learn how to avoid holding on to a burden in our latest article.

This article deals with how one might deal with a burdensome inheritance.

Address

111 E. Kilbourne Avenue, Suite 800
Milwaukee, WI
53202

Telephone

+14142781503

Website

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