Jacie Fogelberg
Wealth Advisor, SVP
Old National Wealth Management
About Jacie
Jacqueline ("Jacie") is a seasoned, senior-level wealth advisor and relationship manager for High Net Worth individuals and Nonprofit institutions – with more than 30 years of professional experience in wealth management and banking.
In her individual practice, Jacie has a proven track record of forming deep and lasting relationships with high-net-worth families. She counsels multi-generations on portfolio strategy, wealth transfer, client education and philanthropic strategy. Jacie is passionate about her specialization in financial issues related to women in transition, including divorce, incapacity and death. In her institutional practice, she provides investment and consulting services, including investment strategy, development of Investment Policy Statements and more.
Jacie has been deeply involved with nonprofit organizations, including Free Arts Minnesota as Board Chair and Board member; Social Venture Partners, Minnesota as Board member and Business Development Committee member; Kipp Academy as a Development Committee member; and as a member of The Edina Country Club Social Committee. She is also a past member of the Quality and Safety Committee at Children’s Hospital. Jacie currently volunteers with her husband as Community Team Leads for TreeHouse in Edina, MN.
Fiduciary Duty
The financial experts of Old National Wealth
Management pledge to deliver financial advice and services that are
exclusively to the benefit of our clients. Through the life of our
relationship, we will serve your financial needs without compromise.
Integrity
We maintain the highest ethical standards when it comes to serving your needs. Old National has been named a World’s Most Ethical Company® by the Ethisphere Institute every year since 2012.
Old National Wealth Management is the umbrella marketing name/logo for
wealth-related services, including Old National Investments, Old
National Private Banking and Reserve Wealth Management services. Old National Wealth Management, Old National Private Banking, and
Reserve Wealth Management are not affiliated with LPL Financial.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC.). Insurance products are offered through LPL or its licensed affiliates. Old National Bank and Old National Investments are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Old National Investments, and may also be employees of Old National Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Old National Bank, Old National Private Banking or Old National Investments. Securities and insurance offered through LPL or its affiliates are:
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