Jacob Richard Overman, CFP®, CLU®, ChFC®

Wealth Management Advisor

Professional

Originally from the small community of Albany, MN, Jacob Overman always knew that he wanted to get involved in a career that would allow him to make a significant impact on those around him.  With Jake's background of economics and finance that he attained at Saint John's University (MN), he took a position as a Northwestern Mutual Representative intern in 2005 so that he could start attaining his goal of  helping others.

Now as a Wealth Management Advisor with Northwestern Mutual in St. Cloud, MN, Jake continues to financially impact his clients by assisting them in getting to know the goals that are most important to them and putting together a comprehensive plan to help them attain their goals.  As the Young Person Market Specialist, Jake assists young professionals, couples, and families in creating personalized financial plans that allow clients to put protective measures in place and execute the steps necessary to respond to whatever life brings.

Jake also feels that education is very important and that his clients deserve an Advisor with the knowledge and skills that education presents. This led to the decision to obtain his CERTIFIED FINANCIAL PLANNER™ certification (CFP®), Charted Financial Consultant (ChFC®), and Certified Life Underwriter (CLU®) designations.

Jacob Overman has been helping clients feel financially secure since 2005. He helps clients understand what to prepare for and protect. Jacob’s team uses a no-nonsense approach to help clients navigate through the complexities of financial planning.

Jake spoke this year to his colleagues across the state giving important details on product updates for all markets. Jake is a leader in his local organization and the country and continues to give back in educating other advisors for the benefit of the community.

 

 

 

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck