About Jacob Smith

Welcome! I'm Jake, a dedicated financial advisor with a passion for helping individuals, couples, and businesses achieve their financial goals. With a strong focus on personalized financial planning, I offer comprehensive solutions that include retirement plans, insurance strategies, tax strategies and more.

When I am not working, I enjoy spending quality time with my wonderful wife and our three young daughters. My family is the greatest joy and inspiration, and they remind me daily of the importance of financial security and planning for the future

Whether you're an individual looking for tailored financial advice, a couple planning for your future together, or a business seeking to optimize your benefits and retirement plans, I'M here to guide you every step of the way. let's work together to build a secure and prosperous future.

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 professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Thrivent financial 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.

Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products issued by Thrivent. Not available in all states. Securities and investment advisory services offered through Thrivent Investment Management Inc., a registered investment adviser, member FINRA and SIPC, and a subsidiary of Thrivent. Licensed agent/producer of Thrivent. Registered representative of Thrivent Investment Management, Inc. thrivent.com/privacy-and-security/disclosures.

Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA’s Broker Check for more information about our financial advisors.

Designations

For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations