portrait of Jacquelyn Trask-Rahn
FINANCIAL ADVISOR

Jacquelyn Trask-Rahn

CFP®, CEPA®, WMCP®, AAMS™
1200 Ludington St, Escanaba, MI 49829opens in a new window
CallSend Me a Message

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • CEPA®

    Certified Exit Planning Advisor®

  • WMCP®

    Wealth Management Certified Professional®

  • AAMS™

    Accredited Asset Management Specialist™

Personal Interests

  • Spending Time with Family
  • Photography
  • Personal Fitness
  • Reading
  • Rowing

Team Members

  • Jessica Mouthaan
    Associate Financial Advisor
  • Ashlee Meyers
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(906) 233-7578

Fax

(888) 828-8162

Office Address

1200 Ludington St
Escanaba, MI 49829opens in a new window

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