Chuck is a CERTIFIED FINANCIAL PLANNER^TM practitioner (CFP^®) and Certified Fund Specialist (CFS). His practice focuses on two areas:

1. Working with business owners/businesses to help maximize the impact of dollars spent on employee benefits, to protect business and personal assets and to assist business owners in achieving the financial goals they have personally and professionally set for themselves.
2. Creating financial strategies for professionals that focus on budgeting, creating a savings portfolio, college funding, retirement programs, estate planning, etc.

In general, Chuck works with clients to determine where they are today (Point A), what they want to achieve (Point B), and helps them to build a bridge between the two points.

Services For Businesses:

• Insurance: Buy/Sell Agreements, Key Person, Split Dollar, Business Continuation
• Employee Group Benefits: Medical, Dental, Group Life, Long Term Disability, Short Term Disability, Group Long Term Care
• Retirement Plans: 401(k), Profit Sharing Plans, Simplified Employee Pension (SEP), SIMPLE IRAs, Defined Benefit, Defined Contribution
• Education: Seminars, Workshops, Employee Counseling

Services For Individuals:

• Insurance: Life Insurance, Disability Insurance, Long Term Care Insurance
• Investment: Mutual Funds, Brokerage Accounts, Annuities, Stocks, Bonds, Roth IRAs, College Education Funding, IRAs (Including Rollovers)
• Advisory: Financial Planning (Asset Management, Estate Planning, Tax Minimization Strategies, Debt Management)
• Education: Seminars, Workshops, Employee Counseling

Qualifications:

• Branch Manager and Regional Vice President of the Madison, WI office
• CERTIFIED FINANCIAL PLANNER^TM (CFP^®) practitioner , College of Financial Planning, Denver, CO
• Certified Fund Specialist (CFS), Institute of Certified Fund Specialists
• B.S. Degree, Business Marketing, University of Wisconsin, Platteville, WI
• FINRA Series 7 and Series 63, Registered Representative
• FINRA Series 24 and Series 51, Registered Principal
• Member, National Association of Insurance and Financial Advisors (NAIFA)
• Member, Million Dollar Round Table, The Premier Association of Financial Professionals^®
• Recipient of Health Insurance Quality Award
• Regular Presenter at UW- Madison

Personal

• Resides in Stoughton, WI with wife, Marilyn, and two daughters
• Member, Stoughton Rotary, Served as Board Member, President,
• Vice President, Sergeant at Arms, Secretary
  1. Chairperson of Syttende Mai fundraiser for 3 years
  2. Four times Paul Harris fellow
  3. Two times Winner Meritorious Service
• Member Fitchburg Chamber of Commerce
• Member Madison Chamber of Commerce
• Member Stoughton Chamber of Commerce
• Member Stoughton Sports Boosters, Served as Board Member, Incoming Vice President in 2010, President in 2011

Tracy L. Clark, CFS, Advanced Client Relations Associate, works jointly with Chuck Housner, helping to create an effective and appropriate allocation of investments that meet their client’s individual objectives. Click here to review Tracy's complete bio.

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
2945 Triverton Pike Drive
Suite 200
Madison, WI 53711

North Star Consultants, Inc.
Insurance Products & Services

CRI Securities, LLC
Securities & Investments

Securian Financial Services, Inc.
Variable Products & Securities

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.