David is a Financial Advisor and Partner at Jacobs Financial in St. Cloud, MN, an independently owned and operated financial services firm. David provides fee-based financial planning to professionals and closely held corporations. This includes, but is not limited to, individual financial plans, business plans, and investment advisory accounts.

Professional Specialties:

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

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• Practice Tax Favored Strategies

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

David is a graduate of the G.R. Herberger College of Business at St. Cloud State University and resides in Sartell, Minnesota with his wife and three children. He enjoys golfing and traveling with family and friends .

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

North Star Consultants, Inc.
Insurance Products & Services

CRI Securities, LLC
Securities & Investments

Securian 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