Eric M Jacobson
Financial Consultant
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LUTCF®, FIC, RICP®
Start a conversation with me
About Eric JacobsonEducation & Accomplishments
I started my career with Thrivent in 1997. My wife Lisa and I have two daughters, Emily and Anna. As a family we enjoy time in the outdoors boating, biking, and snowmobiling. We are members of Saint Andrew Lutheran Church in Wausau.
I serve on the Board of Directors for the Wausau Conservatory of Music and the Central Wisconsin Educational Theater Alliance. Lisa and I are volunteers with Habitat for Humanity in the local area and have participated with Habitat International with builds in El Salvador and Warsaw, Poland.
I serve on the Board of Directors for the Wausau Conservatory of Music and the Central Wisconsin Educational Theater Alliance. Lisa and I are volunteers with Habitat for Humanity in the local area and have participated with Habitat International with builds in El Salvador and Warsaw, Poland.
- Series 65 Uniform Investment Adviser
- Series 7...
My qualifications
- Investment Company Products and Variable Contracts Limited Representative
- General Securities Representative
- Agent
- Investment Adviser Representative
- CA Insurance Lic. #0D63085
My state licenses
- Arizona
- Florida
- Illinois
- Iowa
- Michigan
- Minnesota
- New Mexico
- North Carolina
- Ohio
- Oregon
- Tennessee
- Texas
- Washington
- Wisconsin
Office location
Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.
Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.
Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.
Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.
Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.
Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.