Jenna C. Siverson, CFP®

Financial Advisor

I am accepting new clients and offer complimentary introductory meetings to learn more about you and your situation.
Helping medical professionals plan for and achieve their unique goals.

Jenna C. Siverson, CFP®

Financial Advisor

I am accepting new clients and offer complimentary introductory meetings to learn more about you and your situation.

About

Jenna is a financial advisor with North Star’s Medical Division. Jenna works with physicians, dentists, and other medical professionals to help them overcome the financial challenges that are unique to their chosen careers.

She has developed a national financial services practice, primarily working with clients in Minneapolis and Atlanta. Jenna strives to maintain a high level of service and focuses on an educational approach to ensure her clients feel confident in the financial decisions they are making. She has built many long-term, comprehensive consulting relationships with her clients over the years and is eager to continue to grow.

Jenna is a CERTIFIED FINANCIAL PLANNER, a certification for financial professionals earned which signifies additional examination, education, and commitment to ethical standards. She partnered with Erik Siverson, CFP® in 2011 and together they host educational seminars to hospitals and individual groups in the Twin Cities and Atlanta areas.

Jenna grew up in Madison, Wis., and graduated from the University of Wisconsin – Eau Claire with a degree in business management and a minor in French. In her spare time she enjoys spending time with her husband Erik, daughter Victoria, and stepkids Zoe, Jonah, and Hope; getting together with family and friends; traveling; working out with Peloton; baking cookies; and reading. Jenna is FINRA Series 7 and Series 66 registered; Life and Health Licensed, and Variable Life and Annuity Licensed.

Services

Jenna’s areas of specialty include, but are not limited to:

  • Comprehensive financial planning
  • Financial strategies for medical professionals
  • Specialty-specific disability insurance
  • Life insurance strategies
  • Retirement programs (401k, SEP IRA, 403b, Roth IRA)
  • Tax-efficient investment strategies*
  • College funding options
  • Debt management
  • Investments
  • Mutual funds
  • Risk management
  • Tax-efficient investment strategies*
  • Wealth accumulation
  • Wealth management

Team

Alison Hafner
Alison Hafner

Practice Coordinator

Resource team

Chase Brakke, DIA, DIF, CEPA®
Chase Brakke, DIA, DIF, CEPA®

Vice President of Business Owner Solutions

Max Miller
Max Miller

Disability Insurance Consultant

Contact

    Minneapolis

    2701 University Avenue SE
    Minneapolis, MN 55414

    Directions

    Jenna is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc. 3509631/DOFU 3-2021