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David M. JacobsCFP®, CPFA®, AIF®, NQPA, CLTC

David M. Jacobs

CFP®, CPFA®, AIF®, NQPA, CLTC

Senior Partner/Wealth Management Advisor

David is a Wealth Management Specialist and Partner at Jacobs Financial in St. Cloud, MN, an independently owned and operated financial services firm. David provides fee-based financial planning to professionals and closely held corporations. This includes, but is not limited to, individual financial plans, business plans, and investment advisory accounts.

Professional Specialties:

Specialist in Qualified Retirement Plans (401k, 403b, 457, Simple IRAs, SEP, Traditional and Roth IRAs, Rollover IRAs, and Variable Annuities)
Exit and Transition Business Strategies
Individual Fee-Based Comprehensive Financial Planning and Investment Advisory Account Services
Insurance Strategies (Life, Disability, and Health)
Long Term Care Specialist
Portfolio Development and Wealth Accumulation (Asset Allocation, Mutual Funds)
Education Funding Strategies (529, Coverdell IRAs, and UGMA/UTMA plans)
Practice Tax Favored Strategies
David is a graduate of the G.R. Herberger College of Business at St. Cloud State University and resides in Sartell, Minnesota with his wife and three children. He enjoys golfing and traveling with family and friends.

David is a registered representative and investment advisor representative of Cetera Advisor Networks, LLC.