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  • OUR MISSION

    your success is our only mission

  • PROACTIVE STRATEGIES

    for a solid future

  • HELPING YOU

    manage the changing face of life

James M. Jacobs CLU®, ChFC® CLTC

Founding Partner/Retirement Specialist
(320) 217-6007
james@jacobs-financial.com

Andrew S. Jacobs ChFC®, AIF®, RICP®, CLTC

Senior Partner/Wealth Management Advisor
(320) 217-6008
andrew@jacobs-financial.com

David M. Jacobs CFP®, AIF®, CPFA®, CLTC

Senior Partner/Wealth Management Advisor
(320) 217-6009
david@jacobs-financial.com

Aaron Zimmer CFP®, AIF®

Wealth Management Advisor
(320) 217-6017
aaron@jacobs-financial.com

Tyler Walz

Wealth Management Advisor
(320) 217-6027
tyler@jacobs-financial.com

Nolan Lind

Wealth Management Advisor
320-217-6023
nolan@jacobs-financial.com

Matthew Siers

Wealth Management Advisor
(320) 281-0003
matthew@jacobs-financial.com

Jody Reese

Client Services Representative
(320) 217-6010
jody@jacobs-financial.com

Cheryl Hochhalter

Business Office Manager
(320) 227-6745
cheryl@jacobs-financial.com

Megan Salazar

Practice Coordinator for Andrew S. Jacobs
(320) 640-9191
megans@jacobs-financial.com

Beth Thieman

Client Services Representative
320-217-6014
beth@jacobs-financial.com

Sean Donahue

Practice Coordinator
(320) 281-0005
sean@jacobs-financial.com

Dakota Looman

Administrative Assistant
320-217-6006
dakota@jacobs-financial.com

About

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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      Fax: (320) 217-6005
 info@jacobs-financial.com

   

This website may contain articles or information that is a general discussion of federal tax laws and strategies that may benefit a taxpayer. It is not intended for, nor can it be used by any taxpayer for the purpose of avoiding federal tax penalties. Financial professionals do not provide tax or legal advice. Taxpayers should seek the advice of their own advisors regarding any tax and legal issues specific to their situation.

Jacobs Financial, an affiliate of North Star Resource Group, both of which are independently owned and operated offer their 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"), a registered broker-dealer and investment adviser, member FINRA / SIPC. Individuals registered with Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian. FINRA's BrokerCheck contains additional information about registered individuals and also indicates whether they are registered representatives and/or investment advisor representatives. You may also refer to their individual bio pages on this website to find their registration status. Not all registered persons are registered as investment advisor representatives.  Only registered persons who are registered as investment advisor representatives use titles "advisor" or "financial advisor" and provide advisory services. For further questions about which individuals associated with Jacobs Financial are registered with Securian, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian's behalf, please contact Securian at 1-800-820-4205.

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