From Dreams… To Goals… To Flexibility… To Confidence

My goal is to help you take a proactive approach to your personal financial situation. I am dedicated to helping you make sound decisions for your financial future. Helping you gain a better understanding of investing, retirement, estate planning strategies, and wealth preservation. Most importantly, I hope you see the value of working with me to pursue your financial goals.

Jacob W Schaffer

Financial Advisor

Mr. Schaffer is a Financial Advisor with Wells Fargo Advisors. His practice focuses on a select group of wealthy families helping them create wealth plans that are flexible enough to meet their goals during life, succession periods and at death. Mr. Schaffer and his team pride themselves on creating an experience where communications are answered promptly and complex financial matters are managed with precision and care. Mr. Schaffer’s other core practice area is helping significant philanthropic and tribal organizations with their investment management, governance and strategic objectives.

Mr. Schaffer was raised in the Midwest where his family has been involved in agriculture and real estate for generations. He also served in the United States Marine Corps and he earned degrees in accounting and law from the University of Nebraska with honors.

Mr. Schaffer initially practiced law for a large law firm where his practice focused on estate, wealth transfer, business succession and charitable planning. Mr. Schaffer is a member of the South Dakota and Nebraska bar associations but note that Wells Fargo Advisors does not provide legal or tax advice.

In 2012, Mr. Schaffer began managing a wealth department for a large regional bank. In 2019, Mr. Schaffer joined Wells Fargo Private Bank managing some of the Private Bank’s most important clients. In 2024, Mr. Schaffer moved to Wells Fargo Advisors to bring a highly personalized experience to his client base.

Mr. Schaffer lives in the country outside of Sioux Falls with his wife and two sons. In his spare time, he enjoys activities with his family including horse training, playing golf, fishing, hunting and traveling.

Naga Ho

Registered Client Associate

Phone Number

(605) 274-2335
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