David M. Jacobs

CFP®, CPFA®, AIF®, NQPA®, CLTC®

Born and raised in St. Cloud MN, Dave met his wife Kristen while attending St. Cloud State University’s Herberger Business School where he studied Finance and Marketing. Since 2007 they’ve been proud to call Sartell home raising their family in the same community that helped shape them.

With nearly 25 years of experience in the financial industry Dave is a Certified Financial Planner® who specializes in working with business owners executives and retirees. He also brings deep expertise in corporate retirement plans through his additional designations as a CPFA®, AIF® and NQPA®. His approach is shaped by a strong belief in the power of financial guidance to positively impact lives, a perspective he's developed through his work with clients team members and families alike.

As a third generation advisor and current co-leader of Jacobs Financial alongside his brother and business partner Andy, Dave is deeply rooted in the mission of serving others. His guiding values are simple: Faith, Family, and Work, always in that order.

Outside of the office you’ll likely find him on the golf course or at the lake enjoying quality time with friends and family. As he jokes, "In Minnesota we don’t just have four seasons we just have Hockey season, Vacation season, and Lake season." Spring and Fall sneak in there somewhere.

David is a registered representative of Cetera Wealth Services, LLC, and investment adviser representative of Cetera Investment Advisers LLC.