Andrew S. Jacobs, CLTC, Financial Advisor

Andrew S. Jacobs, CLTC, Financial Advisor

Phone: (320) 217-6008
Fax: (320) 217-6005
E-mail:


1407 33rd Street South
St. Cloud, MN 56301

Andrew is a Financial Advisor and Partner at Jacobs Financial in St. Cloud, MN, an independently owned and operated financial services firm. Andrew is dedicated to assisting motivated professionals, closely held businesses, and families reach their financial objectives.

Professional Services

  • Retirement Strategies(401k, 403b, 457, Simple IRAs, SEP, Traditional, Roth and Rollover IRA’s and Variable Annuities)1
  • Portfolio Development and Wealth Accumulations (Asset Allocation, Mutual Funds)1
  • Individual Comprehensive Financial Planning and Investment Advisory Account Services
  • Education Funding Strategies (529, Coverdell IRAs and UGMA/UTMA plans)
  • Insurance Coverage (Life, Disability and Health)
  • Long Term Care Planning Specialist
  • Exit & Transition Business Strategies
  • Executive Business Compensation Plans
  • Practice Tax-Favored Strategies

*Offered separate from the services provided through CRI Securities, LLC; North Star Consultants, Inc.; and Securian Financial Services, Inc.

*This information should not be considered as tax advice. You should consult your tax advisor regarding your own tax situation.

Andrew is a graduate of St. Cloud State University and resides in St. Cloud, Minnesota with his wife Angie and son, Mason. He is actively involved as a Board Member for the March of Dimes Central MN Division and a proud member of the St. Cloud Area Chamber of Commerce and Business Network International (BNI); RiverCity Chapter. He enjoys spending time with friends and family, golfing and attending community charity and sporting events.

Jacobs Financial
1407 33rd Street South
St. Cloud, MN 56301

North Star Consultants, Inc.
Insurance Products & Services

1CRI Securities, LLC
Securities & Investments

1Securian Financial Services, Inc.
Variable Products & Securities

Affiliated with the Securian Financial Network.

Jacobs Financial offers securities and investment advisory services through CRI Securities, LLC and Securian Financial Services, Inc., Members FINRA/SIPC. 2701 University Ave. S.E., Minneapolis, MN 55414, 612-617-6000. CRI Securities, LLC is affiliated with Securian Financial Services, Inc.

Jacobs Financial is independently owned and operated

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