Jacob R Thompson
Jacob R Thompson
Financial Advisor
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RICP®, CLTC®, TPCP™
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About Jake ThompsonGiving Back to the CommunityEducation & Accomplishments
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.
- Volunteer- Zumbro Valley Food Shelf
- Volunteer- PEM football coach
- PEM School Board Member
- Board Member, Minnesota Rural Education Association
- Retirement Income...
My qualifications
- Masters of Education, Winona State University
- General Securities Representative
My state licenses
- Alaska
- Florida
- Indiana
- Iowa
- Minnesota
- South Dakota
- 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.