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David M. Jacobs, CLTC, AIF
Financial Advisor
Phone: (320) 217-6009
David is a Financial Advisor 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 and business plans. David also offers investment advisory accounts and insurance products. Professional Services: • Specialist in Qualified Retirement Plans (401k, 403b, 457, Simple IRAs, SEP, Traditional and Roth IRA’s, and Rollover IRA’s) • Variable Annuities • Exit and Transition Business Strategies • Executive Business Compensation Plans • Individual Comprehensive Financial Planning and Investment Advisory Account Services • Insurance Strategies (Life, Disability, and Health) • Long Term Care Planning Specialist • Portfolio Development and Wealth Accumulations (Asset Allocation, Mutual Funds) • Education Funding Strategies (529, Coverdell IRAs, and UGMA/UTMA 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. Personal: 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.
Jacobs Financial North Star Consultants, Inc. CRI Securities, LLC Securian Financial Services, Inc. Separate from the financial plan and our role as financial planner, we may recommend the purchase of specific investment or insurance products or accounts. These product recommendations are not part of the financial plan and you are under no obligation to follow them. 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 296535/03-2011 |
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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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