Best Investors
Account
Sign in
1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2023-08-10 |
| TX | RA | APPROVED_RES | 2023-08-10 |
Branch Locations
5461 City Hall Street, Nisswa, MN 56468 • United States
1407 33Rd St S, St Cloud, MN 56301 • United States
9600 Upland Lane North Suite 180, Maple Grove, MN 55369 • United States
Sartell, MN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Minnesota Life Ins Co | St Paul | MN | 06/2003 | 08/2023 |
| Securian Financial Services, Inc | St Paul | MN | 06/2003 | 08/2023 |
| C.R.I. Securities, Inc | St Paul | MN | 06/2003 | 10/2021 |
| North Star Consultant, Inc | Minneapolis | MN | 06/2003 | Present |
| Cetera Wealth Services, Llc | St Cloud | MN | 08/2023 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 08/2023 | Present |
| David M. Jacobs & Associates, Inc | St Cloud | MN | 01/2025 | Present |
1. JACOBS FINANCIAL POSITION: Agent/Broker NATURE: DBA INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2003 ADDRESS: , St. Cloud MN , United States DESCRIPTION: Agent/Broker; 2. JF LEGACY PROPERTIES LLC POSITION: Owner NATURE: Rental Property INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2018 ADDRESS: , St. Cloud MN , United States DESCRIPTION: Owner 3. NORTH STAR CONSULTANTS & NORTH STAR BROKERAGE POSITION: Agent/Broker NATURE: Fixed Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 8 START DATE: 06/01/2011 ADDRESS: , Minneapolis MN , United States DESCRIPTION: Agent/Broker 4. JACOBS LAKE PROPERTIES, LLC. POSITION: Owner NATURE: Personal Real Estate INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 02/19/2021 ADDRESS: 1100 Madison Court, Sartell MN 56377, United States DESCRIPTION: This is my wife and mine personal lake home. 5. NAME OF OTHER BUSINESS: DAVID M. JACOBS & ASSOCIATES, INC.; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: EXPENSE MANAGEMENT; START DATE: 1/2025; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: CREATED FOR EXPENSE MANAGEMENT; 6. NAME OF OTHER BUSINESS: NORTH STAR RESOURCE GROUP; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 08/2023; POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL; APX NUMBER OF HOURS PER WEEK: 20; APX NUMBER OF HOURS DURING TRADING HOURS: 20; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2003-06-26 |
Reach out to this advisor