Michael Lynn Jacobson

Current Employers

Employment History

• 12/1996 → Present
  Osaic Wealth, Inc.
  Roseville, MN
• 12/1996 → Present
  Focus Financial Network
  Minnapolis, MN

Other Businesses

1. JACOBSON FINANCIAL GROUP, INC. POSITION: Owner NATURE: S-Corp INVESTMENT RELATED: No NUMBER OF HOURS: 12 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2014 ADDRESS: 1000 Shelard Parkway, Suite 300, Minneapolis MN 55426, United States DESCRIPTION: Pay bills, process payroll, process owner distributions, reconcile accounts, pay state and federal taxes 2. FOCUS FINANCIAL NETWORK, INC. POSITION: Financial Advisor NATURE: Registered Investment Adviser INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 120 START DATE: 12/05/1996 ADDRESS: 1000 Shelard Parkway, Suite 300, Minneapolis MN 55426, United States DESCRIPTION: Help clients establish and monitor investment accounts for the purpose of providing assets for retirement income distributions and other financial goals. 3. FOCUS FINANCIAL NETWORK, INC. POSITION: Statutory Agent - NATURE: Insurance Agency - INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 12/05/1996 ADDRESS: 1000 Shelard Parkway, Suite 300, Minneapolis MN 55426, United States DESCRIPTION: Providing clients with insurance solutions in the areas of life, disability, long term care, and health insurance. 4. MICHAEL L JACOBSON - POA POSITION: Power of Attorney NATURE: none INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 08/04/2018 ADDRESS: 1000 Shelard Pky, Ste 300, Minneapolis MN 55426, United States DESCRIPTION: Power of attorney for my father, Richard A Jacobson 5. NELSON LAKE ASSOCIATION POSITION: Board member NATURE: 501(c)(3) non-profit organization INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 06/20/2026 ADDRESS: P.O. Box 13084, Hayward WI 54843, United States DESCRIPTION: Go to an evening meeting for 2 hours every other month. Help with volunteer activities. Vote on issues that affect Nelson Lake

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-06
• S63 Uniform Securities Agent State Law Examination
  1992-06-22

Other Names

• Mike Jacobson
• Jake Jacobson