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Our financial advice team


Kathryn Jacobs Ameriprise Financial Advisor

Kathryn Jacobs

CFP®, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
StrongBridge Wealth Advisors
21
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.

Areas of focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Retirement Plan Distribution
  • Women's Financial Strategies
  • Small Business
  • Social Security Retirement Benefits
  • Investments
  • Estate Planning Strategies
  • Charitable Giving
  • Saving for Education

Interests

  • I enjoy biking on the Green Circle in Stevens Point, WI and at the 9 mile forest in Wausau, WI.
  • Other hobbies include playing volleyball, softball, fishing, cooking and reading.

Community participation

Women's Fund of Portage County Executive Committee and Board Member

Heart of Wisconsin Chamber of Commerce

Plover Area Business Association

Sponsor: Kick Start Your Heart Fundraising event

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • APMA® Accredited Portfolio Management Advisor℠
  • Series 7
  • Series 63
  • Life & Health Insurance Licenses, WI

Education

  • BBA, University of Wisconsin, Whitewater
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