Financial Advisor Jacob Isaacson in Bloomington, MN | Fathom Advisors
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Jacob Isaacson, Financial Advisor serving the Bloomington, MN area - Ameriprise Advisors

Jacob Isaacson

CFP®, BFA, APMA

Financial Advisor

Fathom Advisors
18
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

  • Executive Compensation and Benefit Strategies
  • Retirement Planning Strategies
  • Investment Management
  • Insurance
  • Saving for Education
  • Charitable Giving
  • Tax Planning Strategies
  • Estate Planning Strategies

Qualifications

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

Education

  • Bachelor of Science, Business Administration, University of Minnesota - Duluth

Awards & recognition

  • Fathom Advisors, Ameriprise Client Experience Award, 2020, 2021

Community participation

Feed My Starving Children

Gillette Children's Hospital

Interests

My twin girls Hayden and Harlowe keep my wife Ashley and I very busy. We enjoy spending time outside with them and going on walks to the park. When time allows we also enjoy eating out and going to a movie or show.