Skip to main content

 Tel: (419) 843-4737  Fax: 877-991-5080   service@fdgonline.com
   Client Login

  • Home
  • About Us
  • What We Do
  • Our Team 
    • Toledo, OH
    • Bloomington, IL
    • Covington, KY
    • Oswego, IL
    • Phoenix, AZ
    • Warsaw, IN
  • Resources 
    • Useful Websites
    • Economic Calculators
  • Join Our Team
  • Contact
  • Blog

    You are here

  1. Home
  2. Jeff Prentice, MSFS, CFP®, CLU®, ChFC®, CFS, CLTC

Jeff Prentice, MSFS, CFP®, CLU®, ChFC®, CFS, CLTC

Photo of team member
Jeff Prentice
MSFS, CFP®, CLU®, ChFC®, CFS, CLTC
Phone: 
630.554.1612
Fax: 
630.554.5325
application/vnd.openxmlformats-officedocument.wordprocessingml.document iconCA Prentice, Jeff Bio 2021.docx

Jeff specializes in working with individuals and business owners who are serious about their financial futures. In 1994, Jeff started Prentice Financial Services, Inc., an insurance and financial services company. Since he first started in the industry, Jeff has had a strong commitment to continued education, and believes it shows his commitment to his clients’ success.

Jeff lives in Oswego, Illinois with his wife and their two daughters. In his free time, he enjoys golfing and fishing.

Education: B.S., Finance, Western Illinois University.

Credentials: Chartered Life Underwriter® (CLU®), Chartered Financial Consultant® (ChFC®), Certified Financial Planner™ professional (CFP®), Certified Fund Specialist (CFS), Master of Science of Financial Services (MSFS), Registered Employee Benefits Consultant (REBC), Certified Exit Planner (CeXP), Accredited Estate Planner (AEP), Retirement Income Professional (RICP).

Organizations: Member National Association of Insurance and Financial Advisors (NAIFA),  Business Exit planning Institute (BEI), and Premier Resource Group (PRG).

Awards and club membership are based primarily on commissions, premiums, or fees generated from investment and insurance products and other criteria relative to leadership, achievement, and recruiting. Working with this individual or firm is not a guarantee of future financial results. Investors should conduct their own evaluation.

Jeff Prentice is a registered representative and investment advisor representative of Securian Financial Services, Inc. Member FINRA/SIPC. Securities and investment advisory services offered through Securian Financial Services, Inc., Member FINRA/SIPC. Prentice Financial Services, 37F Stonehill Road, Oswego, Illinois 60543, is independently owned and operated.

T3714203 DOFU 09/2021

Additional info

  • Sitemap

Contact info

  •   3230 Central Park West suite 100, Toledo, Ohio 43617
  •   (419) 843-4737
  •   service@fdgonline.com

Financial Design Group is independently owned and operated, and offers its own suite of products and services entirely independent of Securian.

We have various representatives that are licensed and registered to conduct business in the following states: AK, AZ, CA, CO, FL, GA, IL, IN, KY, MI, MN, MO, NC, NY, OH, PA, SC, TN, TX, VA, WA, WI for non-registered and registered insurance products, as well as securities.

Certain individuals associated with Financial Design Group are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. ("Securian"), a registered broker-dealer and investment adviser, member FINRA / SIPC. Individuals registered with Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian. FINRA's BrokerCheck contains additional information about registered individuals and also indicates whether they are registered representatives and/or investment advisor representatives. You may also refer to their individual bio pages on this website to find their registration status. Not all registered persons are registered as investment advisor representatives.  Only registered persons who are registered as investment advisor representatives use titles "advisor" or "financial advisor" and provide advisory services. For further questions about which individuals associated with Financial Design Group are registered with Securian, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian's behalf, please contact Securian at 1-800-820-4205.

3074991 DOFU 06/2020

© 2022 Financial Design Group. All rights reserved.

Website Design For Financial Services Professionals