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  •  Tel: (320) 217-6006
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  2. Andrew S. Jacobs

Andrew S. Jacobs

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Andrew S. Jacobs
ChFC®, AIF®, RICP®, CLTC
Senior Partner/Wealth Management Advisor
Phone: 
(320) 217-6008
Fax: 
(320) 217-6005
E-mail: 
andrew@jacobs-financial.com

Andrew is a Wealth Management Advisor and Senior Partner at Jacobs Financial in St. Cloud, MN, an independently owned and operated financial services firm. Andrew is dedicated to assisting motivated professionals, closely held businesses, families, and those in or near retirement, advising them on wealth creation and wealth preservation.

Professional Services

  • Retirement Strategies(401k, 403b, 457, Simple IRAs, SEP, Traditional, Roth and Rollover IRA's and Variable Annuities)
  • Portfolio Development and Wealth Accumulations (Asset Allocation, Mutual Funds)
  • Individual Fee-Based Comprehensive Financial Planning and Investment Advisory Account Services
  • Retirement Income Strategies
  • Education Funding Strategies (529, Coverdell IRAs and UGMA/UTMA accounts)
  • Insurance Coverage (Life, Disability and Health)
  • Long Term Care Specialist
  • Exit & Transition Business Strategies
  • Executive Business Compensation Solutions
  • Tax-Effiecient Investment Strategies 

Andrew is a graduate of St. Cloud State University and resides in St. Cloud, Minnesota with his wife Angie along with his son, Mason, and daughter, Leah. He is a proud member of the St. Cloud Area Chamber of Commerce, Business Network International (BNI); RiverCity Chapter, and NAIFA (National Association of Insurance and Financial Advisors).  He enjoys spending time with friends and family, golfing, traveling, attending community charity and sporting events, and volunteers as a coach for local youth soccer programs. 

Andrew 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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