Broker Check
Jacob  Bierstedt, CFP®, ChFC®

Jacob Bierstedt, CFP®, ChFC®

Paraplanner and LPL Registered Sales Assistant

JACOB HAS SPENT THE LAST DECADE COLLABORATING WITH ADVISORS AND WITH INDIVIDUALS AND FAMILIES IN AN ADMINISTRATIVE CAPACITY WHO ARE WORKING TOWARDS ACCUMULATING AND PRESERVING WEALTH

Jacob first started in the industry in 2012 with Ameriprise Financial.  Working at Ameriprise, he learned the importance of holistic financial planning.  He took that knowledge and experience with him as he transitioned to Northwestern Mutual.  Northwestern Mutual taught him that asset accumulation for future use is critical.  If you do not protect yourself along the way, unforeseen events can derail the journey quickly.

While at Northwestern Mutual, Jacob worked tirelessly to obtain the CERTIFIED FINANCIAL PLANNER™ designation and the Chartered Financial Consultant® (ChFC®) designation.

Since 2017 Jacob has worked with David S. Dixon, CFP® at Dixon Financial Group, LLC.  Jacob's main role is to assist David with the Retirement Income Plans in an administrative capacity for David's clients.  These plans show clients how their current income is used for retirement income.

As a husband and father, Jacob genuinely appreciates time spent with his family.  Jacob met his beautiful wife Breanne (Bre) in 2009, and six months later, they were married.  Jacob and Bre have four beautiful children:  Benjamin, Emma, Noah, and Navy.  Jacob is native to Southern Nevada, and Bre is from Southwest Idaho.  Jacob makes a point to attend each of his children's sporting and school events and celebrate each of their successes.

Jacob enjoys spending time with each of his children.  He encourages the older kids through workouts in the home gym, plays ABC Mouse with his youngest, and is always up for a family game of pickleball at the neighborhood park. 

Every morning you can find Jacob either out on the road or running on his treadmill.  Running and completing his first half marathon (Revel Mt. Charleston) this year gave him a renewed outlook, and Jacob now runs to remind himself that he can overcome challenges daily.