Rose Larson
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Rose Larson Email & Phone Number

401(k) Plan Practice Coordinator at Jacobs Financial
Location: Sauk Rapids, Minnesota, United States 6 work roles
1 work email found @aisplanning.com LinkedIn matched
✓ Verified Jun 2026 3 data sources Profile completeness 86%

Contact Signals · 1 work email

Work email r****@aisplanning.com
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Role
401(k) Plan Practice Coordinator
Location
Sauk Rapids, Minnesota, United States
Company size

Who is Rose Larson? Overview

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Quick answer

Rose Larson is listed as 401(k) Plan Practice Coordinator at Jacobs Financial, a company with 24 employees, based in Sauk Rapids, Minnesota, United States. AeroLeads shows a work email signal at aisplanning.com and a matched LinkedIn profile for Rose Larson.

Rose Larson previously worked as Executive Assistant / Human Resources at American Security Cabinets and Client Service Associate at Ais Planning.

Company email context

Email format at Jacobs Financial

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{first}@aisplanning.com
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AeroLeads found 1 current-domain work email signal for Rose Larson. Compare company email patterns before reaching out.

Profile bio

About Rose Larson

I am a dynamic and motivated professional with over 35 years of financial industry experience who has a strong work ethic and proven record of building relationships, managing projects, and mentoring individuals. I am skilled in working with cross-functional teams, attention to detail, demonstrating outstanding organizational and communication skills, and creating process documentation. I have excellent presentation and training skills. ~ ~ ~ ADDITIONAL RELEVANT EXPERIENCE (Professional Experience prior to 2005) ~ ~ ~ Wolters Kluwer, St. Cloud, MN IRA Consultant / IRA Administrator►Provided IRA Administration services along with training and consulting for financial organizations on the federal tax laws of retirement plans including Individual Retirement Accounts, Coverdell Education Savings Accounts, Health Savings Accounts, Simplified Employee Pension plans, and Savings Incentive Match Plans for Employees of Small Employers. Bremer Bank, Alexandria, MN Teller / Personal Banker / Consumer Loan Officer / Assistant Branch Manager / Security Officer ►Opened deposit accounts, cross-sold bank products and services, consumer lending officer, back-up to the Dealer Finance area, collections, security officer, assistant branch manager.

Listed skills include Leadership, Training, Communication, Organization Skills, and 1 others.

Current workplace

Rose Larson's current company

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Jacobs Financial
Jacobs Financial
401(k) Plan Practice Coordinator
St. Cloud, MN, US
Employees
24
AeroLeads page
6 roles · 21 years

Rose Larson work experience

A career timeline built from the work history available for this profile.

Executive Assistant / Human Resources

Current

For over 45 years, American Security Cabinets has provided industry leading solutions in secure metal cabinetry. Based in Sauk Rapids, MN, this midwestern company manufactures 100% hand assembled stainless steel cabinets, made in the U.S.A. Each cabinet features a high level of security with superior locks and hinges, provided in unlimited finishes, all.

Jul 2022 - Present

Client Service Associate

St. Cloud, MN

AIS Planning works with motivated individuals/couples who value an unbiased, independent approach to holistic wealth management and financial planning services, for the benefit of themselves and those they care about, as well as business owners and non-profits who genuinely care about their employees'​ financial well-being.Through thoughtful questions and.

Jul 2021 - Jul 2022

Retirement Plan Administration Consultant

St. Cloud, MN

TSC Inc. is a third party administrator specializing in retirement plan design, documents, administration, and participant services. TSC Inc. purchased Corporate Benefit Administrators, Inc. (CBA) effective July 1, 2019. TSC has grown to become one of the premier independent third-party administration firms in the country. ► Ensured the plans complied with.

Jul 2019 - Apr 2021

Retirement Plan Administrator

Corporate Benefit Administrators, Inc.

St. Cloud, MN

Corporate Benefit Administrators, Inc. is a third party administrator specializing in retirement plan design, documents, administration, and participant services. ► Ensured the plans complied with all applicable laws and regulations.► Provided annual testing and reporting services.► Verified that the eligibility status of employees followed the provisions.

Nov 2017 - Jul 2019

Compliance Analyst / Senior Compliance Analyst

St. Cloud, MN

► Monitored, interpreted, and analyzed the federal tax laws of retirement accounts including Individual Retirement Accounts, Coverdell Education Savings Accounts, Health Savings Accounts, Simplified Employee Pension plans, and Savings Incentive Match Plans for Employees of Small Employers for the development, maintenance, sale, and implementation of forms.

2005 - 2017 ~12 yrs
Team & coworkers

Colleagues at Jacobs Financial

Other employees you can reach at jacobs-financial.com. View company contacts for 24 employees →

FAQ

Frequently asked questions about Rose Larson

Quick answers generated from the profile data available on this page.

What company does Rose Larson work for?

Rose Larson works for Jacobs Financial.

What is Rose Larson's role at Jacobs Financial?

Rose Larson is listed as 401(k) Plan Practice Coordinator at Jacobs Financial.

What is Rose Larson's email address?

AeroLeads has found 1 work email signal at @aisplanning.com for Rose Larson at Jacobs Financial.

Where is Rose Larson based?

Rose Larson is based in Sauk Rapids, Minnesota, United States while working with Jacobs Financial.

What companies has Rose Larson worked for?

Rose Larson has worked for Jacobs Financial, American Security Cabinets, Ais Planning, Tsc Inc., and Corporate Benefit Administrators, Inc..

Who are Rose Larson's colleagues at Jacobs Financial?

Rose Larson's colleagues at Jacobs Financial include Blake Kral, James M. Jacobs, Betty Jacobs, Nevin Smithington, and Matthew Siers, Crpc™.

How can I contact Rose Larson?

You can use AeroLeads to view verified contact signals for Rose Larson at Jacobs Financial, including work email, phone, and LinkedIn data when available.

What skills is Rose Larson known for?

Rose Larson is listed with skills including Leadership, Training, Communication, Organization Skills, and Project Management.

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