Gabriel A. Less, CFS<sup>®</sup>

Gabriel A. Less, CFS®

Financial Consultant*

"Save MORE with LESS!"

Phone: (319) 351-4307
Toll Free: (800) 883-9454, ext. 61
Fax: (319) 354-9004
Mobile Phone: (563) 542-7772
E-mail:

“Go confidently in the direction of your dreams. Live the life you’ve imagined.”
—Henry David Thoreau

Gabe’s mission is to develop long-term trusted relationships with individuals and their families by working closely to identify and understand their specific needs for wealth accumulation, preservation and succession. His knowledge extends to a wide range of client profiles but he specializes in working with young medical professionals. Gabe believes client education and understanding are key components to implementing a sound financial strategy. His ultimate goal is to help clients achieve economic goals and dreams as efficiently and effectively as possible by coordinating their financial decisions and increasing overall financial security.

Gabe helps clients with the following financial issues:

  • Asset Allocation and Protection
  • Retirement Strategies (Roth IRA, 401(k), 403(b), Annuities)
  • Investment Advisory
  • Debt and Cash Flow Management (Student Loans, Credit Card, Mortgage)
  • Individual Insurance Strategies (Life, Own Occupation Disability, Health)
  • Wealth Accumulation and Distribution Strategies
  • Employee Benefit Analysis and Coordination
  • Tax Minimizing Strategies1
  • College Funding (529 Plan, Education IRA)
  • Estate Analysis and Preservation
  • Long-Term Care

Qualifications:

  • Certified Fund Specialist (CFS®), Institute of Business and Finance
  • FINRA Series 7 Registered Representative
  • FINRA Series 66 Investment Advisor Representative
  • Licensed Life, Accident and Health Insurance Agent
  • Member, North Star Medical Division
  • Member, National Association of Insurance and Financial Advisors (NAIFA)
  • CRI Securities, LLC and Securian Financial Services, Inc. Registered Representative
  • Bachelor’s Degree in Accounting, Luther College

Gabe finds value traveling abroad and experiencing different cultures. He has had the privilege of spending time in Hong Kong, Northern Ireland, Dominican Republic, Japan, Australia and England. He currently resides in Iowa City, Iowa and enjoys playing cards, Frisbee golf, soccer and spending quality time with family and friends.

1Gabe does not provide specific tax or legal advice. Tax and legal consequences should be verified by your tax or legal advisor.

North Star Resource Group
209 East Washington Street
Suite 300
Iowa City, IA 52240

*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.

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