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Proactive Strategies

for a solid future

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manage the changing face of life

Our Mission

your success is our only mission

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Associates

In today's complex world, the expertise and clear vision of a financial professional can help you reach your financial goals.

Each of our associates has been carefully selected based on their knowledge, experience and desire to make a long-term commitment to our clients. They maintain a vigorous continuing education program to keep current on financial products, tax laws and other information that may affect you.

 

James M. Jacobs

CLU®, ChFC® CLTC

Founding Partner/Retirement Specialist

Andrew S. Jacobs

ChFC®, AIF® CLTC,

Senior Partner/Wealth Management Advisor

David M. Jacobs

CFP®, AIF®, CPFA®, CLTC

Senior Partner/Wealth Management Advisor

Aaron Zimmer

CFP®

Wealth Management Advisor

Tyler Walz

Wealth Management Advisor

Nolan Lind

Wealth Management Advisor

Jody Reese

Client Services Representative

Anita Lindholm

Practice Coordinator

Ingrid Pederson

Administrative Assistant

Megan Walford

Administrative Assistant

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Jacobs Executive Center
1407 33rd St S
St Cloud, Minnesota
56301
North Star Resource Group
2701 University Ave SE
Minneapolis, Minnesota
55414
 
  •  Tel: (320) 217-6006
  •  Toll Free:
  •  Fax: (320) 217-6005
  •  info@jacobs-financial.com
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This information should be not considered as tax or legal advice. Specific tax and legal consequences should be verified by your tax advisor and legal counsel.
North Star Consultants, Inc. - Insurance Products & Services. CRI Securities, LLC - Securities & Investments. Securian Financial Services, Inc. - Variable Products & Securities.

Jacobs Financial and its affiliate(s) CRI Securities, LLC are independently owned and operated, and offers its own suite of products and services entirely independent of Securian.

Certain individuals associated with Jacobs Financial are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. ("Securian") and CRI Securities, LLC, registered broker-dealers and investment advisors, memberFINRA/SIPC. Individuals registered with Securian and CRI Securities, LLC are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian and CRI Securities, LLC. Additional information about individuals registered with FINRA can be found on FINRA’s BrokerCheck. For information about which individuals associated with Jacobs Financial are registered with Securian and CRI Securities, LLC, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian and CRI Securities, LLC’s behalf, please contact Securian at 1-800-820-4205.

1819433/DOFU 06-2017

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