Jake’s professional background includes a Bachelor of Science degree from St. Cloud State University in the field of finance, a CPA license in the state of Minnesota, an Enrolled Agent credential from the IRS as well as a Series 65 license from FINRA.

Jake Roggenkamp specializes in providing financial advice for all stages of life. We offer a complete picture of your finances and work closely with our investment advisor representative to guide you in the right direction.

Jake Roggenkamp can come up with a custom plan that will help you meet your goals for success. With Jake Roggenkamp, you’ll receive strategic consulting and tax planning services that are tailored to your individual needs.

Jake Roggenkamp is a CPA firm that specializes in strategic consulting, financial planning, and family office services. Jake Roggenkamp provides a family office that provides a holistic picture of all of your finances. We will make sure you are on the right path to achieving your financial goals and that you are financially confident.

Jake Roggenkamp is a Certified Public Accountant and Tax Expert who specializes in Individual Taxes and Business Taxes. Jake Roggenkamp will be able to help you with any individual or business tax needs you might have. We specialize in corporate tax planning, bookkeeping services, payroll processing, and more. No matter how big or small your company is, we can help!

My name is Jake Roggenkamp and my CPA firm focuses on a Family Office approach. What is a family office? The wealthiest individuals in the world all maintain a family office which generally consists of a CPA, attorney, financial advisor, etc. We’ve packaged the accounting and financial advisory services that the wealthiest individuals enjoy and made the same level of service available to the average client. No longer do our clients have to deal with segregated tax and financial advice, it is all located within one firm.

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