Jeremy Weith, AIF®, CPFA®
Senior Vice President, Retirement Plan Consultant
HUB Retirement and Wealth Management
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Background
As Senior Vice President for HUB Retirement and Wealth Management, Jeremy Weith is a retirement plan services professional, experienced in plan design, compliance, and investments for middle market companies. He is passionate about partnering with employers to develop an effective retirement program that can provide a meaningful benefit for themselves, as well as for plan participants.
Jeremy builds strong relationships based on trust and confidence that begin by listening to understand the client’s needs and goals. By presenting the options which address those needs and providing personal and professional service, Jeremy’s clients are able to focus on their business and have confidence that their employees have the potential to achieve retirement with integrity. He has been dedicated to helping plan sponsors and participants pursue their retirement goals for more than 17 years.
Jeremy generously volunteers his time and leadership skills to a variety of organizations that he can impact both personally and professionally. He works closely with the Prudential Financial Advisory Council, Nuveen DCIO Advisory Council Meeting, TIAA Advisory Board and OneAmerica Retirement Advisor Council. To help improve the lives of others in his local community, he works with The Boy Scouts of America, Beautiful Savior Church, Kohl’s Cares and the Big Brothers and Sisters Program.
Jeremy was recently recognized as a 2023 NAPA Top 100 Plan Advisors Under 40, a 2023 PLANADVISER Top 100 Retirement Plan Advisers, and him and his team were recognized by NAPA as a 2021 Top DC Advisor Team.
Jeremy graduated from the University of Wisconsin in Whitewater with a degree in Finance and Business Law. He is a member of the American Society of Pension Professionals & Actuaries (ASPPA) and holds the Accredited Investment Fiduciary (AIF®) designation and the Certified Plan Fiduciary Advisor (CPFA®) designation. He holds the FINRA Series 7, 63 and 65 securities registrations.*
*Series 7 and 63 securities registrations held through LPL Financial. Series 65 held through LPL Financial and Global Retirement Partners, LLC.
Advisor Location
10303 N. Port Washington Rd., #201 Mequon, WI 53092
Areas of Focus
- Employer-Sponsored Retirement Plans
- Fiduciary Assistance
- Employee Financial Wellness
- Financial Education
- Executive Financial Planning
- Employee Financial Education
- Executive Benefit Consulting
NAPA Top 100 Plan Advisors Under 40: 2023 – Established in 2014, the list of “Aces” is drawn from nominations provided by NAPA Broker-Dealer/RIA Firm Partners and vetted by a blue-ribbon panel of senior advisor industry experts based on a combination of quantitative and qualitative data submitted by the nominees, as well as a broker-check review. One of the first of NAPA’s standard-setting industry lists, many of the individuals who have been recognized here have gone on to become the very industry leaders this recognition was designed to help identify. In 2023, 268 applicants were received. 100 were ultimately selected.
PLANADVISER Top 100 Retirement Plan Advisers 2023 – To be listed, advisers had to have a minimum requirement of 50 plan clients or retirement plan assets under advisement of $400 million or more. After meeting the minimum plan or asset count, advisers are highlighted if they have what was designated as a special focus in any particular plan type. This means, 91% – 100% of clients that are 401(k) plan sponsors, or 10 or more 403(b), 457, nonqualified, DB, cash balance, SEP, SIMPLE or MEP/PEP plan clients. A total of 235 Retirement Plan Advisers submitted entries to be considered for this list of Top Advisers and from that list, 207 Retirement Plan Advisers were selected. Neither advisory firms nor their employees pay a fee in exchange for this award. The rating is not indicative of the adviser’s future performance.
2021 NAPA Top DC Advisor Teams – Established in 2017, nominees had to be individual advisor team/offices with a defined contribution book of business. To be considered, firms had to submit responses to an application form, including information about their practices, notably their defined contribution (DC) assets under advisement. The list is created and conducted by the National Association of Plan Advisors, an affiliate organization of the American Retirement Association, a non-profit association. No fee is charged to participate. The rating is not indicative of the nominee’s future performance. Approximately 340 submissions were received and 332 were selected.