David A. Nordmeier, CFP®, CFSFinancial Advisor; Associate Partner
Phone: (763) 428-0068 David Nordmeier joined North Star Resource Group in 1998. He is dedicated to serving successful dental, medical, and business professionals throughout the Upper-Midwest. David is a CERTIFIED FINANCIAL PLANNERTM (CFP®) practitioner and focuses his efforts on providing his clients with comprehensive financial plans. He provides advice through in-depth analysis, meticulous plan design, and effective plan monitoring on a fee-only basis.* This strategy provides a financial blue print allowing clients to see their financial life in an organized manner. David says, “Financial planning is the process of wisely managing one’s financial resources to help achieve goals and dreams, while at the same time helping negotiate the financial roadblocks that inevitably arise in every stage of life.” David focuses his efforts on providing comprehensive financial plans to his clients allowing them to make quality decisions based on their individual goals and objectives. David provides advice through in-depth analysis, meticulous plan design, and effective plan monitoring*. As a registered representative, David assists clients with the selection, implementation, and review of various financial vehicles. David is highly regarded for his integrity and professional knowledge, many times acting as a guide for his clients through the complications of life. He leverages his education, professional relationships, and his professional experience to help clients navigate through their financial issues. His blend of personal and professional aptitude develops the foundation of long-term, mutually beneficial, relationships. David specializes in the areas of: • Retirement Strategies: Business and Individual1 • Investment Management: Selection and Monitorization* • Education Strategies • Executive Compensation Qualifications • Insurance: Long-term Disability Insurance (own occupation coverage), Life Insurance, Long-term Care Insurance • CERTIFIED FINANCIAL PLANNERTM (CFP®) practitioner • Series 7 Registered Representative • Qualifying Member, Million Dollar Round Table, • Recipient National Association of Insurance and Financial Advisors (NAIFA) Quality Award • Member, Financial Planning Association • Bachelor of Science Degree in Business Administration, Minnesota State University, Mankato, MN • Certified Fund Specialist (CFS), Institute of Business and Finance • Member, National Association of Insurance and Financial Advisors (NAIFA)
David is an avid hunter, angler, and traveler. He and his wife, Nikki, live in Ramsey, Minnesota with their daughter, Anna and Black Lab, Deuce. 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. 1CRI Securities, LLC 1Securian 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. 7879/01-08 |
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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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