David M. Jacobs, AIF®, CLTC®, CFP®, QPFC®, NQPA™
Senior Partner and Wealth Management Advisor
Your financial guide for life and business.
About
David is a Wealth Management Specialist and Partner at Jacobs Financial in St. Cloud, Minn., 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.
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.
Services
- Specialist in Qualified Retirement Plans (401k, 403b, 457, Simple IRAs, SEP, Traditional and Roth IRA’s, Rollover IRA’s, 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 Accumulations (Asset Allocation, Mutual Funds)
- Education Funding Strategies (529, Coverdell IRAs, and UGMA/UTMA plans)
- Practice Tax-Favored Strategies*
2026 Advisors to Watch issued by AdvisorHub. Methodology, advisors are ranked on a 100-pt scale in three categories. SCALE: relative size of assets, production and quality of service; GROWTH: relative year-over-year change in assets, clients and production; PROFESSIONALISM: regulatory record, community involvement, mentorship and team makeup. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the financial professional by any client. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award.
Registered representative of Cetera Wealth Services, LLC.