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Ann M. Wengronowitz, CFP®Partner*
Phone: (612) 617-6110 Ann M. Wengronowitz is a Partner at North Star Resource Group, a Minneapolis based independent financial services company, and has been with the firm since 1981. She has concentrated her efforts on providing comprehensive financial programs for executives, attorneys, medical professionals and business owners. Ann provides expert financial services in the areas of retirement strategies, asset accumulation, college funding, cash flow management and insurance needs analysis. In addition to designing, coordinating and servicing financial plans1, she offers access to a variety of investment and insurance products to implement tailor made strategies for her clients. Ann is a graduate from St. Cloud State University with a degree in Marketing. She has prepared and presented comprehensive financial planning and investment planning services for a multitude of individuals and businesses.1 Qualifications: • CERTIFIED FINANCIAL PLANNERTM (CFP®) practitioner, College of Financial Planning, Denver, CO • B.S. Degree, Marketing, St. Cloud State University, MN • Series 7 Registered Representative • Member, National Association of Insurance and Financial Advisors (NAIFA) • Qualifying and Life Member, Million Dollar Round Table, The Premier Association of Financial Professionals® • Recipient of Health Insurance Quality Award • Partner, North Star Resource Group • Board Member of Premier Resource Group • Contributing author to the book, Real Life Financial Planning with Case Studies for Women (March 2008) • Guest speaker on local radio station, WCCO Personal: • Resides in Minnetonka, MN with husband, Jon • Charter member of Minnetonka Rotary Club • Enjoys being outdoors 1Seperate from the financial plan and our role as financial planner, we may recommend the purchase of specific investment or insurance products or accounts. These product recommendations are not part of the financial plan and you are under no obligation to follow them. CFP® and CERTIFIED FINANCIAL PLANNER® 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. 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. 255366/11-10 |
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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 |
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