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Jacob R Thompson

Advisor Image
Jacob R Thompson
Financial Advisor
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RICP®, CLTC®, TPCP®
26 3rd Street Southwest
Plainview, MN 55964
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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Charitable bunching: A smart way to maximize your giving & tax deductions
Charitable bunching: A smart way to maximize your giving & tax deductionsCharitable giving is one of the most powerful ways to live your values, support your community and create a lasting legacy. To make the most of your generosity, consider a strategy called charitable bunching. By grouping multiple years of donations into a single tax year, you may be able to increase your deductions—while still supporting the causes you love every year. Explore whether charitable bunching is right for you. ⬇️ Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional.
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The choices you make during open enrollment can have a big impact on your financial goals for 2027 and beyond. Discover how to navigate open enrollment with confidence: http://bit.ly/4o0ESIt
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Does your retirement plan need a boost? Reach out to discuss catch-up contributions after age 50 and how I can help you reach your retirement goals. 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