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Alexander M. Kienle, CFP®Financial Advisor
Phone: (602) 224-5366
As a partner with North Star Resource Group, Alex has distinguished himself as a tax efficient wealth accumulation and asset protection specialist for physicians in the western United States. The goal of Alex’s practice is to help his physicians and their families understand, protect and maximize their investment and insurance strategies in an effort to secure their financial future. Alex’s areas of expertise include but are not limited to:
Alex is a CERTIFIED FINANCIAL PLANNERTMpractitioner. Alex was named to the"Best Financial Advisors for Doctors" list in 2011 by Medical Economics magazine and is a qualifying Court of the Table member of the Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®which recognizes the less than 1% of financial advisors worldwide. Alex is also a graduate of Arizona State University’s W.P. Carey School of Business with a degree in Finance. He has been asked to speak at the Mayo Clinic, Stanford and many of the University of California hospitals to name a few. Alex and his wife Kelly just celebrated the birth of their first child, Olivia in January, 2011. They reside in Scottsdale, AZ where the family enjoys being outside 9 months out of the year and traveling to Southern California during the hot Arizona summers.
This information should not be considered tax or legal advice. You should consult your tax and/or legal advisor regarding your own situation. CFP® and CERTIFIED FINANCIAL PLANNERTM are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements. North Star Resource Group North Star Consultants, Inc. CRI Securities, LLC Securian Financial Services, Inc. Affiliated with the Securian Financial Network. North Star Resource Group offers securities and investment advisory services through CRI Securities, LLC and Securian Financial Services, Inc. Members FINRA/SIPC. CRI Securities, LLC is affiliated with Securian Financial Services, Inc. and North Star Resource Group. North Star Resource Group is not affiliated with Securian Financial Services, Inc. North Star Resource Group is independently owned and operated. 400543/10-2011
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North Star Resource Group and its affiliate(s) CRI Securities, LLC are independently owned and operated, and offers its own suite of products and services entirely independent of Securian. Certain individuals associated with North Star Resource Group are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. ("Securian") and CRI Securities, LLC, registered broker-dealers and investment advisors, member FINRA/SIPC. Individuals registered with Securian and CRI Securities, LLC are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian and CRI Securities, LLC. Additional information about individuals registered with FINRA can be found on FINRA’s BrokerCheck. For information about which individuals associated with North Star Resource Group are registered with Securian and CRI Securities, LLC, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian and CRI Securities, LLC’s behalf, please contact Securian at 1-800-820-4205.
North Star Resource Group, 2701 University Ave. S.E., Minneapolis, MN, 55414 612-617-6000 |
