David Zicopula

David Zicopula

Financial Advisor

Phone: (612) 617-6069
Mobile Phone: (763) 592-9071
E-mail:

 

Mission Statement/Objectives

David is a Financial Advisor that specializes in helping women in transition with their financial matters.

Right now he is focused on working with women who have recently gone through or who will be going through the unfortunate transition of a divorce, the loss of a loved one, concerned about a family member in need of care, or who is starting a family, starting a new career or business, or retiring.

David also provides educational financial seminars and workshops to the community. He has been a sought after speaker in the Midwest resulting from his ability to entertain and coach his audiences to take better control over their financial lives with practical and easy to understand principles and solutions.

David has written articles for MN Metro Mom’s Guide, an online resource that features articles written by local authors, promotes upcoming events and is a resource to help mothers find their favorite local businesses and services!  David’s role includes authoring articles and guidance directed at assisting mothers and families in various life stages to help navigate their way through financial challenges with an ultimate goal of reaching financial independence.

Services:

  • Financial Analysis
    • Cash Flow Coaching
    • Retirement Strategies
    • College Funding
    • Risk Management Analysis (survivor needs, disability, long-term care)
    • Asset Allocation & Risk Tolerance
    • Charitable Giving1
    • Estate Planning
  • Wealth Accumulation & Distribution Strategies
  • Individual Insurance Strategies (Life, Disability, Medical, & Long-Term Care).
  • Tax Minimization Techniques1
  • Financial Strategies for Business Owners
    • Business Continuation Strategies (Buy-Sell)
    • Group Benefits (Life, Health, etc.)
    • Company Retirement Plans
    • Business Planning

1 David does not provide tax or legal advice. Specific tax or legal consequences should be verified by your tax advisor or legal counsel.

Qualifications:

  • BA in Business, University of Minnesota, Twin Cities
  • Series 7 – Registered Representative
  • Series 66 – Investment Advisor Representative
  • Health/Life Insurance Licensed

Personal:

  • Born: Minneapolis, Minnesota
  • Resides with wife, Sara, and daughters, Adrienne  and Alexandra, in Champlin, Minnesota
  • Enjoys sports, fishing, and spending time with family, friends, and the church community.


North Star Resource Group
2701 University Ave. S.E.
Minneapolis, MN 55414-3233

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.

Specific tax consequences should be verified by your tax advisor.

371898/ DOFU 8-2011