Jacob Anderson
Financial Advisor
.
BFA™
Start a conversation with me
Who is Jacob Anderson the Financial Advisor?
I'm proud to be a Financial Planner at Thrivent. My passion centers around educating and empowering clients in their financial journey.
In my financial planning relationships with clients, we have two main goals:
1- Grow in Statistical Stewardship (All the data-oriented things, optimizing rate of return, portfolio management, minimizing taxes, charitable giving, estate strategies)
2- Grow in Financial Peace! (How we feel about our money.) This is often not talked about and overlooked! I believe that data and financial peace are both...
My qualifications
- Agent
- Investment Company Products and Variable Contracts Limited Representative
- General Securities Representative
- CA Insurance Lic. #0M76516
My state licenses
- Arizona
- Colorado
- Florida
- Georgia
- Hawaii
- Missouri
- New Hampshire
- New Mexico
- North Carolina
- Oregon
- Rhode Island
- South Carolina
- Tennessee
- Texas
- Utah
- Washington
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.