800.352.5837

Jenna Siverson
Jenna C. Siverson, CFP®
Financial Advisor
Areas of Focus
  • Asset Protection
  • Debt Management
  • Liability Protection
  • Wealth Management
  • Retirement
  • Education Funding


Phone: 612.617.6095
Location
Minneapolis, MN »
North Star Professional Center
2701 University Avenue SE
Minneapolis, MN 55414

Fax: 612.256.3095

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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. Her areas of specialty include, but are not limited to:

  • Medical Professionals
  • Specialty Specific Disability Insurance 
  • Life Insurance Strategies 
  • Retirement Programs (401k, SEP IRA, 403b, Roth IRA) 
  • Tax-Efficient Investment Strategies* 
  • College Funding Options

Jenna is a CERTIFIED FINANCIAL PLANNER™, a prominent certification for financial advisors 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, WI 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, and her family and friends, traveling, practicing yoga, baking cookies and reading. Jenna is FINRA Series 7 and Series 66 registered; Life and Health Licensed, and Variable Life and Annuity Licensed.

Jenna is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc. and CRI Securities, LLC. 2071076 / DOFU 03-2018

Resource team

Aside from the knowledge and experience you will receive from your advisor, North Star provides a team of experts within their specialties dedicated to helping your advisor choose well-suited products or services for you.

Brakke_Chase_2015_circle.pngChase Brakke

Vice President, Disability Insurance and Property and Casualty Operations
612.617.6008 | chase.brakke@northstarfinancial.com

 

 

Sitek-Chris-2010.jpg

Chris Sitek

Vice President, Life Insurance and Long-Term Care
612.617.6109 | chris.sitek@northstarfinancial.com

 

 

Landt_Jeff_circle.pngJeff Landt

Vice President and Director of Investments
612.617.6116 | jeff.landt@northstarfinancial.com

 

 

Hancock_Carrie_2019-circle.pngCarrie Hancock

Vice President, Financial Planning Resource Center
612.617.6137 | carrie.hancock@northstarfinancial.com

 

Minneapolis

North Star Professional Center
2701 University Avenue SE
Minneapolis, MN 55414