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Eric T. Seybert, CLU, ChFC, ChFCSenior Partner
Phone: (612) 617-6177 Eric is a Senior Partner with North Star and has been with the company for 16 years. He is one of the original founders of the North Star Medical Division; is the co-author of The Physician's Guide to Financial Independence and has been a contributor for various medical magazines and organizations, including Medical Economics. He works extensively with physicians and dentists and is distinguished as one of the country’s premier financial experts for medical professionals. Eric was recently recognized as one of the “Best Financial Advisors for Doctors” in America by Medical Economics for 2010. Eric works with approximately 600 physicians throughout the United States. He splits his time between his Salt Lake City, Minneapolis, Dallas and Bozeman, Montana offices. He commutes between locations and continues to speak at multiple teaching hospitals and clinics nationally. He has been a sought after speaker for the following institutions: • Montana Dental Association, Sixth District • University of Minnesota • The Mayo Clinic • University of Utah • Hennepin County Medical Center • Regions/Ramsey Hospital • Allina Medical/Hospitals • University of Texas Southwestern • University of Colorado • Baylor University
Eric typically focuses on the following topics when meeting with doctors. • Debt management (loan consolidation, deferment options) • Investment strategies (including children's college funding) • Retirement strategies • Insurance strategies (TRUE OWN-OCCUPATION Disability and Life) • Tax strategies with moonlighting income1
In addition, Eric and his team conduct popular focus dinners approximately twice per month for physicians that emphasize, but are not limited to the following topics: • Asset protection1 • Fundamentals of Risk Management & Asset Protection • How to Maximize Company Benefits for Owners and Employees • Tax Minimization Strategies1 • Retirement Strategies as a High Net Worth Individual His goal is to actively and honestly guide the people he works with towards a financially sound future. Eric typically conducts a 3 meeting process with his clients before implementing a financial program, and then conducts a review appointment with his clients on an annual basis. Eric is a 1994 Honors graduate of Montana State University, has been recognized for several awards and accomplishments throughout his career and was the New Associate of the Year for the entire Securian field force in 1996. Lastly and most importantly, Eric is an elder in his church; has been happily married for 17 years with 2 children and feels truly blessed to be in this profession assisting his physician client base.
North Star Resource Group North Star Consultants, Inc. CRI Securities, LLC
Securian Financial Services, Inc.
Eric is a registered representative and investment advisor representative of Securian Financial Services, Inc. and CRI Securities, LLC.
Variable Products & Securities North Star Consultants 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 Consultants, Inc. North Star Consultants, Inc. is not affiliated with Securian Financial Services Inc. North Star Consultants, Inc. is independently owned and operated. 1This information should not be considered as tax or legal advice. Specific tax or legal consequences should be verified by your tax or legal advisor. 466519 / 02-2012 |
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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 |
