Jake Wheeler

Jake Wheeler: Email & Phone Number

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Financial Planning Intern at The Trust Co|Sioux Falls, South Dakota, United States

Position:

Financial Planning Intern at The Trust Co

Location:

Sioux Falls, South Dakota, United States

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Last updated: 2026-08-11
Updated: 2026-08-11

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Work Experience 4 years

Financial Planning Intern at The Trust Co

Jun 2026 - Current

Risk Management Fellowship at Kansas State University

Apr 2026 - Current

Peer Financial Counselor at Kansas State University

Mar 2026 - Current

Financial Well-Being Ambassador at Kansas State University

Aug 2025 - Current

Insurance and Financial Services Intern at Farm Bureau Financial Services

Jan 2026 - Aug 2026

Sales Associate at Rally House

Aug 2025 - Mar 2026

Financial & Leasing Consultant at Dunham+Company

Dec 2022 - Dec 2024

Volunteer at Trail Ridge Senior Living

Aug 2023 - May 2024

Jake Wheeler started working in 2022, then the employee has changed 5 companies and 7 jobs. On average, Jake Wheeler works for one company for 9 months.

Their professional focus is Active Listening, Adjustments, and Asset Diversification across 3 core areas.

Jake holds E-Money Certification, Holistiplan Certification, and The Externship certifications.

Education

Bachelor of Science at Kansas State University

Certificate at Kansas State University

O'Gorman High School

Jake Wheeler Namesakes

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Company
Position
Jake Wheeler
The Caravan Guys
Repairer
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