Douglas J. Weisenberger,<BR>CFP<sup>®</sup>, CLU, ChFC, CLTC

Douglas J. Weisenberger,
CFP®, CLU, ChFC, CLTC

Senior Partner

Phone: (608) 271-9100
Fax: (608) 271-3564
E-mail:

Weisenberger & Evenson Partnership Bio

Doug Weisenberger is a Senior Partner with North Star Resource Group in Madison, Wisconsin. Since starting his career with North Star in 1981, Doug has worked with many families to help create an effective, proper and comfortable allocation of investments toward meeting their objectives. This includes retirement accumulation and distribution, non-retirement investment goals, and family life insurance and estate planning.

Doug also enjoys working with business owners and their employees, and has become a specialist in the implementation and communication of Qualified Retirement Plans. He believes that every employee benefit plan must be viewed as a corporate asset, not a corporate liability.

Doug has an MBA in Finance, is a CERTIFIED FINANCIAL PLANNER® (CFP®) practitioner, Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), and Certified in Long Term Care (CLTC). In 2008, Doug created a partnership with Josh Evenson to allow for continued growth and succession planning. “We ask clients to plan for 'what-if' scenarios all the time. Having Josh as a partner assures that should anything happen to me, I know that clients will continue to be in great hands long into the future.”

Specialties

  • Financial Planning1
  • Retirement Income and Distributions Strategies
  • Individualized Asset Allocation and Investment Strategies1
  • Qualified Retirement Implementation
  • Life Insurance Needs Analysis
  • Family Estate Planning

CFP® and CERTIFIED FINANCIAL PLANNERTM practitioner 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

1CRI Securities, LLC
Securities & Investments

1Securian 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.

Separate from the financial plan and our role as financial planner, we may recommend the purchase of specific investment or insurance products or accounts. These product recommendations are not part of the financial plan and you are under no obligation to follow them.

111361/10-2009