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Jacob Winters

Advisor Image
Jacob Winters
Market Developer
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About Jacob Winters
About Jacob Winters

I’m a proud husband, a new dad to a baby boy born in July 2024, and a dog lover with two furry companions who keep life lively and full of fun. Living in beautiful Crosslake, MN, I thrive on spending time outdoors, whether it’s fishing at a favorite local lake, ice fishing in the winter months, hunting in the crisp fall air, boating during summer, or perfecting my swing on the golf course. Cheering for Minnesota sports teams is a family tradition that keeps me connected to our community and state pride.


With nearly nine years of experience in the financial industry, I am deeply committed to helping my clients achieve their financial and retirement goals. My approach blends personalized guidance with a focus on building lasting relationships, ensuring that every client’s unique needs and aspirations are at the heart of their financial plan. I take great pride in empowering others to create secure futures while living generously and confidently. Let’s work together to bring your goals to life!

My qualifications
  • Bachelors of Economics, Minnesota State University
  • Series 7 - General Securities Representative
My state licenses
  • Alabama
  • Alaska
  • Arizona
  • California(Insurance Lic. #4357218)
  • Colorado
  • Georgia
  • Idaho
  • Illinois
  • Indiana
  • Iowa
  • Kansas
  • Kentucky
  • Maine
  • Maryland
  • Massachusetts
  • Michigan
  • Minnesota
  • Mississippi
  • Missouri
  • Montana
  • Nebraska
  • Nevada
  • New Mexico
  • New York
  • North Carolina
  • North Dakota
  • Ohio
  • Oklahoma
  • Oregon
  • Pennsylvania
  • South Carolina
  • South Dakota
  • Tennessee
  • Texas
  • Utah
  • Virginia
  • Washington
  • Washington DC
  • Wisconsin
  • Wyoming

Insights

Financial planning for millennials: A comprehensive guide
Financial planning for millennials: A comprehensive guideDoes it feel like every financial goal is competing for the same dollars? This guide offers 7 ways to prioritize your money and make progress toward what matters most. ⬇️ Let’s talk about what’s competing for your attention and how we can build a financial plan to address it.
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Annuities may help you take care of your family after you retire, by supporting your needs in a flexible way. Learn more: https://bit.ly/4jpD7Ss
2026 IRA contribution deadline: There's still time to maximize your savings
2026 IRA contribution deadline: There's still time to maximize your savingsApril 15 is coming up, but you still have time to take action. See all the details on 2025 IRA contributions. ⬇️
Office location
Office Location
Crosslake Location
35258 Co Rd 3 Suite #102
Crosslake, MN 56442
Phone218-656-6294Hours
M – F: 9 a.m. – 5 p.m.
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