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  •  Tel: (320) 217-6006
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  •  Fax: (320) 217-6005
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  2. Aaron Zimmer

Aaron Zimmer

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Aaron Zimmer
CFP®, AIF®
Wealth Management Advisor
Phone: 
(320) 217-6017
Fax: 
(320) 217-6005
E-mail: 
aaron@jacobs-financial.com

Aaron provides insurance, investment, and retirement solutions for individuals, families, and businesses. Aaron uses these solutions to provide individualized financial solutions for his clients. Every client has different goals and objectives. Aaron helps his clients actively pursue their goals, while minimizing their financial risks and concerns, by using a holistic wealth management strategy. These areas of holistic wealth management include:

  • Fee-Based Asset Management
  • Retirement Accumulation Strategies
  • Education Funding Strategy’s (529 Plans, UTMA Accounts)
  • Life Insurance
  • Disability Insurance
  • Comprehensive Fee-Based Financial Plans
  • Net Worth Accumulation Strategies
  • Debt management
  • Corporate retirement plans and benefits (401k, 403b, Simple IRA’s, SEP IRA’s)

Aaron enjoys the working relationship that he develops with his clients. He helps his clients organize their financial lives, while educating them on their options, and the decisions that they make. His goal is to have his clients reach their goals, while reducing any financial concerns they may have.

Aaron grew up in Foley, Minnesota and graduated with a Bachelor of Arts Degree from Concordia College (Moorhead). He now lives in St. Cloud, MN with his wife Alisha. In his free time, Aaron enjoys one of his many hobbies. His hobbies include golf, softball, basketball, tennis, darts, and spending time at the lake with friends and family.

Aaron is a registered representative and investment advisor representative of Securian Financial Services, Inc.

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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
  •  
  •  

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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