David P. FeilerFinancial Advisor, Partner
Phone: (602) 224-5366, ext. 2011
The goal of David’s practice is to help his clients understand, protect and maximize their investment and insurance strategies in an effort to secure their and their families’ financial future. He has distinguished himself as a tax efficient1 wealth accumulation and asset protection specialist in the southwestern United States. David specializes in helping medical professionals make informed financial decisions that are aligned with their current needs and future aspirations. David works with physicians in the areas of: David has been a financial advisor with North Star since 2003. He is a graduate of Drake University in Des Moines, Iowa where he received a Bachelor of Science degree in Business Administration, majoring in finance and marketing. His licenses/registrations and qualifications include:
David is a committee chairman for the Arizona Chapter of the Amyotrophic Lateral Sclerosis (Lou Gehrig’s Disease) Association. The committee aids in the fundraising efforts to increase awareness and find a cure for the disease. He resides in Scottsdale, Arizona with his wife, Tory; son, Luke and their dog, Bailey. In his free time he enjoys camping, fishing, and other outdoor activities, as well as spending time with his friends and family. 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. 2CRI Securities, LLC 2Securian 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. 1Specific tax consequences should be verified by your tax advisor. 212246/08-10 |
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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 |