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Our financial advice team


Jacob Stark, Financial Advisor serving the Edina, MN area - Ameriprise Advisors

Jacob Stark

CFP®, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Legacy Private Wealth Group
8
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Family Finances
  • Investments
  • Cash Flow Management Strategies
  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Tax Planning Strategies
  • Insurance
  • Saving for Education

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • APMA™ Accredited Portfolio Management Advisor™

Education

  • BA, Economics, St. Olaf College, Northfield, MN

Awards & recognition

  • Legacy Private Wealth Group, Ameriprise Client Experience Award, 2021

Interests

  • I enjoy everything soccer and basketball - watching and playing
  • Spending time up North with family and friends
  • Exploring and traveling the world
  • Keeping up to date on current world news and events