David graduated from St. Cloud State University with a Business & Finance degree and started his career as a financial associate with Jacobs Financial in 2002. Jacobs Financial is an independently owned and operated financial services business in St. Cloud, Minnesota. In 2007, David became a partner in Jacobs Financial, Inc. He is dedicated to providing financial advice in the areas of retirement, investment, insurance and tax strategies.
David works with professionals, families and businesses throughout the Midwest. He usually conducts a 3-4 meeting process with his clients to ensure they are educated in the financial services process.
David resides in Sartell with his wife and three children. He enjoys spending time and vacationing with his family and friends as well as golfing and coaching and playing soccer.
David is a registered representative and investment advisor representative of CRI Securities, LLC (CRI) and Securian Financial Services, Inc. (SFS). Financial advisors do not provide tax or legal advice. Please consult a tax or legal professional for advice regarding your specific situation. Securities and investment advisory services offered through CRI and SFS., Members FINRA/SIPC. CRI is affiliated with SFS. Jacobs Financial is independently owned and operated. 1223714/06-15