Katie Jacobson '14
Financial Advisor | CFP® CLU® ChFC®
B.A. ’14 (University of Minnesota Morris)
Alumni Association Member
About Principal Financial Group
Whether you’re close to retirement or just starting out, we’d be proud to help create a financial strategy that’s tailored to fit your needs right now and going forward. We can help you to:
- Prepare for what’s next
- Set financial goals
- Protect what matters most
- Create your legacy
We’re excited to meet you soon!
Alumni Special Discount: Contact Katie for a Free Wealth Health consultation.
EDUCATION & CREDENTIALS:
University of Minnesota-Morris (2014, with distinction): BA in Economics, BA in Management-Global Business, BA in Spanish
MN (and other state) insurance licenses: Life, Accident & Health, Variable insurances
FINRA registrations: SIE, Series 7, Series 6, and Series 63
Designations: CFP® (CERTIFIED FINANCIAL PLANNER™), ChFC®(Chartered Financial Consultant), and CLU® (Chartered Life Underwriter)
DISCLOSURES:
Insurance products issued by Principal National Life Insurance Company (except in NY), Principal Life Insurance Company®, and the companies available through the Preferred Product Network, Inc. Securities and advisory products offered through Principal Securities, Inc. member SIPC. Referenced companies are members of the Principal Financial Group®, Des Moines, IA 50392. Principal Securities Registered Representative. Katie Jacobson is not licensed in all states to offer securities and insurance products. This site is not a solicitation of interest in any of these products or service in any state which the registered representative is not properly licensed. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CFP® (with plaque design) in the United States, which authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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Address
11100 Wayzata Blvd. Ste. 405
Minnetonka, MN 55305
Contact
About Katie
A graduate of the University of Minnesota Morris in 2014, Katie has spent her career serving people. Working first as a project manager in healthcare IT (at Epic in Madison, WI), and then in the Congressional Relations Office of the Library of Congress (in Washington, D.C.), Katie has built and now runs her national wealth management firm based out of Minneapolis. Specializing in making change irresistible, Katie is part of the ~1.2% of female advisors who became board certified (a CFP® professional) before the age of 30 in the United States.
Like many from the UMN family, Katie is a mentor; an inclusion, diversity, accessibility, equity, and belonging advocate; a featured speaker; a Board Member; and an entrepreneur. Katie has been chosen to: fill the singular seat to represent 2,400 women nationwide in the boardroom for a Fortune 90 company; be 1 of 10 chosen to represent 8,300 employees on Capitol Hill as a Diversity Scholar at Finseca's "Advanced Markets & Advocacy Summit"; and to regularly advocate for American wealth health in Washington D.C., in Minnesota, and in district with Members of Congresses.
Although life has thrown her plenty of curveballs, Katie is continuously innovating her way forward to build a career to maximize her strengths, bring her joy, create massive and sustainable impact, and evolve as she does. If you need her, Katie is a great resource for questions about wealth, ripple impacts, entrepreneurship, managing people, thinking outside of the box, perseverance, and finding ways to both advocate for and prioritize taking care of you.
Alumni Special Discount: Contact Katie for a Free Wealth Health consultation.
