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Andrew S. Jacobs, CLTC
Financial Advisor
Phone: (320) 217-6008
Andrew is a Financial Advisor and 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, and families reach their financial objectives. 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 Comprehensive Financial Planning and Investment Advisory Account Services • Education Funding Strategies (529, Coverdell IRAs, and UGMA/UTMA plans) • Insurance Coverage (Life, Disability, and Health) • Long Term Care Planning Specialist • Exit and Transition Business Strategies • Executive Business Compensation Plans • Practice Tax-Favored Strategies1 1This information should not be considered as tax advice. You should consult your tax advisor regarding your own tax situation. Andrew is a graduate of St. Cloud State University and resides in St. Cloud, Minnesota with his wife, Angie and three year old son, Mason. He is actively involved as a Board Member with the March of Dimes Central MN Division, and a proud member of the St. Cloud Area Chamber of Commerce and Business Network International (BNI) RiverCity Chapter. He enjoys spending time with family and friends, golfing, traveling, and attending community charity and sporting events.
Jacobs Financial North Star Consultants, Inc. CRI Securities, LLC Securian Financial Services, Inc. North Star Resource Group offers securities and investment advisory services through CRI Securities, LLC and Securian Financial Services, Inc. Members FINRA/SIPC. CRI Securities, LLC is affiliated with Securian Financial Services, Inc. and North Star Resource Group. North Star Resource Group is not affiliated with Securian Financial Services, Inc. Jacobs Financial is independently owned and operated. Jacobs Financial, 1407 33rd Street South, St. Cloud, MN 56301, (866) 747-6006 296439/03-2011 |
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North Star Resource Group and its affiliate(s) CRI Securities, LLC are independently owned and operated, and offers its own suite of products and services entirely independent of Securian. Certain individuals associated with North Star Resource Group are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. ("Securian") and CRI Securities, LLC, registered broker-dealers and investment advisors, member FINRA/SIPC. Individuals registered with Securian and CRI Securities, LLC are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian and CRI Securities, LLC. Additional information about individuals registered with FINRA can be found on FINRA’s BrokerCheck. For information about which individuals associated with North Star Resource Group are registered with Securian and CRI Securities, LLC, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian and CRI Securities, LLC’s behalf, please contact Securian at 1-800-820-4205.
North Star Resource Group, 2701 University Ave. S.E., Minneapolis, MN, 55414 612-617-6000 |
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