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Jacob S
Series 65
Mankato, MN
Actify Investor Retirements, LLC
Jacob Staszak is a financial advisor with Actify Investor Retirements, LLC in Mankato, MN, holding a Series 65 designation and 10 years of industry experience. He has worked at Vestwell since 2023, Actify Investor Retirements since 2017, and Plan Administrators from 2016 to 2017. Actify Investor Retirements advises retirement plan sponsors and individual IRA/SIMPLE IRA participants, primarily through payroll-deduction IRA arrangements and plan menu services. The firm provides investment advisory services, model-based portfolio management, and financial planning support, largely on a non-discretionary basis, with an emphasis on risk-based model portfolios and formal education for plan fiduciaries and participants.
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