Janssen Financial Management LLC was founded in 2016 by current owner, LPL Financial Planner, and Chartered Financial Consultant Greg Janssen, after more than 15 years of experience in the financial services industry.
Janssen Financial Management was established with a clear vision in response to an all-too-similar industry: to offer a more personalized, attentive, and relationship-driven approach to financial planning. Independence and a strong code of ethics compose the foundation on which JFM is built, and is why our focus is the client...and only the client.
With that focus in mind, we operate with the belief that clients deserve a familiar face and a trusted, present, partner they can rely on through every stage of life.
Expansion
Since its founding, JFM has grown to include Para-Planner Angela Loehe, who joined in 2017, and LPL Financial Advisor Jacob Pfeifer, who joined in 2025. Both Angela and Jacob were clients before joining the firm, and strive to continue the positive impact and legacy Janssen Financial Management has brought to their own lives.
Janssen Financial Management proudly serves hundreds of households nationwide, working across generations and continually striving to provide clarity, confidence, and lasting value to every family we support.
Janssen Financial Management Office: Germantown, WI
Our Future
Looking ahead to the future, Janssen Financial Management strives to continue serving clients nationwide to the absolute best of our ability. Our path forward aims to expand our team to include a CFA and CPA to further improve the service we provide.
For updates here at JFM please check our social media and website.
