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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2025-08-01 |
| TX | RA | APPROVED | 2025-08-01 |
Branch Locations
2 Carlson Parkway N Suite 320, Plymouth, MN 55447 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Jacobson Group, Inc. | Minnetonka | MN | 05/2006 | 07/2025 |
| Guardian Life Insurance Company | Minnetonka | MN | 05/2006 | 07/2025 |
| Park Avenue Securities Llc | Minnetonka | MN | 06/2006 | 07/2025 |
| Mml Investors Services, Llc | Plymouth | MN | 08/2025 | Present |
| Massmutual Life Insurance Co | Plymouth | MN | 07/2025 | Present |
(1)Name: Allan Knoll Inv rel: Y Add: At Residential Address Nature: Trustee Position: Trustee Start date: 06/01/2016 No. HR/MO: 1 No. HR/MO during sec trading: 0 Describe duties: Annual review with trust participants (2)Name: John Jacobson Inv rel: Y Add: 2 Carlson Parkway N, Plymouth, MN 55447 Nature: Outside Insurance Sales Position: Insurance Broker Start date: 01/01/2007 No. HR/MO: 10 No. HR/MO during sec trading: 5 Describe duties: Life, Disability, Long-term care, Fixed Annuities and Health (3)Name: Steph and John Jacobson Inv rel: Y Add: At Residential Address Nature: Trustee Position: Trustee Start date: 11/05/2013 No. HR/MO: 1 No. HR/MO during sec trading: 0 Describe duties: Account Review
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-04-20 |
| S63 | Uniform Securities Agent State Law Examination | 1994-07-25 |
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