SagePoint Financial
Tom Jacobson is a Financial Advisor with extensive experience in the finance industry, currently working at LPL Financial since December 2018 and previously at SagePoint Financial since October 2012. Tom's career began as a Financial Representative at Northwestern Mutual from August 2004 to February 2007, followed by a role as an Investment Representative at Investment Centers of America from February 2007 to October 2012. Tom holds a Master's degree in Business Administration with a focus on Finance from the University of North Dakota, completed between 2001 and 2004, and a Bachelor's degree in Business, also with a concentration in Finance, from the same institution, obtained between 1997 and 2001.
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SagePoint Financial
In a world where change is constant, SagePoint Financial is changing the paradigm of what you should expect from an independent broker-dealer. We’re doing so by transforming the way we lead into the way we listen. By transforming our customers into collaborators. And by transforming 40 years of experience into know-how that works today – and works for you. While we offer you the resources that come with being a part of one of the largest networks of independent advisors in America, we’re also driven to remain the most flexible, most nimble and most collaborative broker-dealer for your business. So whether it’s offering adaptable solutions that easily conform to your idea of success or providing evolving technologies that enable you to stay ahead of the curve, as the world changes, so do we. And so can you. If you’re ready for a relationship with a broker-dealer that shares your vision of success, join SagePoint. And together, let’s point your business in a whole new direction. SagePoint Financial, Inc. is a registered broker-dealer and registered investment adviser, Member FINRA and SIPC. FINRA: http://www.finra.org/ SIPC: http://www.sipc.org/ Social Media Disclosure: http://sagepointfinancial.com/disclosures/socialmedia