Shawn J. Jacobson,  CFP<sup>&reg;</sup> - Financial Advisor

Shawn J. Jacobson, CFP®

ChFC, AWMA

NorthRock Partners

650 Third Ave South, Suite 1500
Minneapolis, MN 55402
(612) 367-8800

General

Shawn Jacobson is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at NorthRock Partners in Minneapolis, MN and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)
  • Other - AWMA

Insurance Licenses

  • Life insurance
  • Health/disability insurance

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, Budget & Debt Management, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Cross-border Planning, Estate Planning, Investment Management, Getting Divorced, Employee Benefits, Mutual Funds, Getting Married, Insurance, Life Planning, Retirement, Long-term Care, Sudden Wealth, Men's Finances, Nontraditional Households, Special Needs, Personal Taxes, Women's Finances

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