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Proactive Strategies

for a solid future

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manage the changing face of life

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your success is our only mission

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Associates

 

James M. Jacobs

CLU®, ChFC®, CLTC

Founding Partner/Retirement Specialist

 

Andrew S. Jacobs

ChFC®, AIF®, RICP®, CLTC

Senior Partner/Wealth Management Advisor

 

David M. Jacobs

CFP®, AIF®, CPFA®, CLTC

Senior Partner/Wealth Management Advisor

 

 

Aaron Zimmer

CFP®, AIF®

Wealth Management Advisor

 

 

Tyler Walz

Wealth Management Advisor

 

 

Nolan Lind

Wealth Management Advisor

 

 

Matthew Siers

Wealth Management Advisor

 

 

Jody Reese

Client Services Representative

 

 

Cheryl Hochhalter

Business Operations Manager

 

 

Megan Salazar

Practice Coordinator for Andrew S. Jacobs

 

 

Beth Thieman

Client Services Representative

 

 

Sean Donahue

Practice Coordinator for Tyler Walz, Aaron Zimmer, & Nolan Lind

 

 

Dakota Looman

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 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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