Katie Jacobson

Katie M Jacobson

Financial Advisor

  • CFP®
  • CLU®
  • ChFC®
  • AR License: #17902590
  • CA License: #0L22841

225 South 6th St Ste 2900,
Minneapolis, MN 55402

612-758-7754952-465-8750Visit my website
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About my practice

As a home-grown Minnesotan, I specialize in helping driven medical providers, pharmacists, & corporate strategists implement a financial plan that aligns their actions with their goals & values. After working on Capitol Hill & in Healthcare IT, I love building relationships with clients to help them channel their naturally-driven success into the future they want in order to live life fully.

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Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company and its subsidiaries. Life and disability insurance, annuities, and life insurance with long-term care benefits are issued by The Northwestern Mutual Life Insurance Company, Milwaukee, WI (NM). Long-term care insurance is issued by Northwestern Long Term Care Insurance Company, Milwaukee, WI, (NLTC) a subsidiary of NM. Investment brokerage services are offered through Northwestern Mutual Investment Services, LLC (NMIS) a subsidiary of NM, broker-dealer, registered investment adviser, and member FINRA and SIPC. Investment advisory and trust services are offered through Northwestern Mutual Wealth Management Company® (NMWMC), Milwaukee, WI, a subsidiary of NM and a federal savings bank. Products and services referenced are offered and sold only by appropriately appointed and licensed entities and financial advisors and professionals. Not all products and services are available in all states. Not all Northwestern Mutual representatives are advisors. Only those representatives with "Advisor" in their title or who otherwise disclose their status as an advisor of NMWMC are credentialed as NMWMC representatives to provide investment advisory services.

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