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Jacob R Thompson

Advisor Image
Jacob R Thompson
Financial Advisor
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RICP®, CLTC®, TPCP®
Farmers
Tax Efficient Planning
Retirement Planning
Business Owners
About Jake Thompson
Having your finances in order takes hard work and skill. Don't manage it alone. Together we will develop strategies tailored to your goals using insurance products and investments. My wife, Amy, and I along with our son, Schuyler, and daughter, Taylor, are members of Good Shepherd Lutheran church. I enjoy spending time with my family, horseback riding and cutting firewood.
Giving Back to the Community
  • Volunteer- Zumbro Valley Food Shelf
  • Volunteer- PEM football coach
  • PEM School Board Member
  • Board Member, Minnesota Rural Education Association
Education & Accomplishments
  • Retirement Income Certified Professional (RICP) designation
  • Certified in Long Term Care (CLTC) designation
  • Medicare licensed
  • Master of Arts in Education from Winona State University
  • Bachelor of Science in Kinesiology from University of Minnesota
  • Life and Health Insurance Licenses
  • FINRA Series 66 Uniform Combined State Law
  • FINRA Series 7 General Security Representative
My qualifications
  • Masters of Education, Winona State University
  • Retirement Income Certified Professional®
  • Certification in Long-Term Care®
  • Tax Planning Certified Professional®
  • Series 7 - General Securities Representative
My state licenses
  • Alaska
  • Florida
  • Indiana
  • Iowa
  • Minnesota
  • South Dakota
  • Washington
  • Wisconsin

Insights

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Love the work you do (while making an attractive income).​ Find purpose, growth and a team of people invested in your success.​ Discover more about the financial advisor career: thriventcareers.com/4cIdiwn #CareerChange #FinancialServices #FinancialAdvisor​
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Can you claim early Social Security benefits? Reach out to learn more about taking Social Security benefits at age 62. Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration. See thrivent.com/social for important disclosures.
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A Multi-Year Guarantee Annuity™️ allows you to lock in a guaranteed interest rate for a set period, making it a popular option for those looking to help add stability, predictable earnings, and reduced market uncertainty. Reach out if you'd like to discuss whether this type of solution could help support your retirement goals. For additional interest rates and other important information: https://bit.ly/4fIaSQk See thrivent.com/social for important disclosures.
Office location
Plainview Location
26 3rd Street Southwest
Plainview, MN 55964
Phone507-534-3411Hours

M – TH: 9 a.m. – 5 p.m.

F: 9 a.m.- Noon

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