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Daniel P. Dorsey, CLU, ChFC
Financial Representative
Phone: (612) 617-6172 Dan Dorsey counsels professionals and their families with complex financial issues relating to wealth accumulation and executive compensation. Mr. Dorsey serves as a Family Wealth Counselor through the North Star Consultants Division. Mission To help motivated professionals who are very busy being successful and are intelligent enough to realize that preparing for the future is too critical to do on their own. To provide "real life" wisdom beyond the typical knowledge and information disseminated to the masses, enabling the client to make more informed financial decisions. To help maximize the financial security of my clients and their families and to maximize the efficiency of their money at work. Financial Strategies for the Emerging Affluent As a registered representative, Mr. Dorsey is involved in helping clients design financial strategies. He assists in implementing and funding the various wealth accumulation options that are outlined in the financial strategy. This involvement is focused on helping individuals understand areas such as:
Fact gathering, educational workshops, and pro & con summaries are used to enable the client to make more informed financial decisions. Business Strategies Mr. Dorsey is also focused on helping business owners understand areas such as:
Comparative analysis, diagrams and "pro and con" summaries are typically developed to enable the client to make more informed financial decisions.
North Star Resource Group *North Star Consultants, Inc. 1CRI Securities, LLC 1Securian Financial Services, Inc. North Star Resource Group offers securities and investments 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. 302880/03-11 |
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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 |
