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Jesse T. Karich, CLTCFinancial Consultant
Phone: (612) 617-6130 Jesse specializes in working with physicians and small business owners. Although his knowledge extends across industries, his focus is on these two professions. Jesse often begins relationships with clients while they are still in training. His goal is to grow with his clients and build long-term relationships. By doing so he can guide them in their financial endeavors as they enter into practice, buy a home, buy into a practice, start families, retire, etc. Jesse is a contributing author to Real Life Planning with Case Studies. He worked on the project with Todd Bramson, Senior Advisor at North Star Financial in the Madison, Wisconsin branch office. The book is designed to assist successful professionals in reaching true financial independence. Included in the book are numerous case studies outlining specific situations unique to what individuals often encounter.
Jesse partners with North Star Senior Advisor, Todd Bramson in our Madison, Wisconsin branch office in several of his consulting relationships. Todd is a CERTIFIED FINANCIAL PLANNERTM (CFP®) practitioner and is on the editorial board of Medical Economics magazine. He has a national wealth management practice and over 20 years of experience working exclusively with medical professionals. Jesse brings his expertise to local clients and provides the face-to-face contact while Todd brings years of experience and wisdom through newsletters, conference calls, tele-seminars and frequent speaking engagements. This partnership allows them to deliver sound financial services to Jesse’s clients. To learn more about Todd click on his photo on the left. Click here to learn more about North Star Resource Group. Jesse focuses in the following areas of financial services: • Asset Protection (Family Limited Partnership, LLC, PA) • Basic Employee Benefits Review (Tail Coverage, Bonuses, Non-Compete)1 • Debt Management (Student Loan, Credit Card, Mortgage) • Tax Minimization Strategies (Income Tax, Capital Gains)1 • Insurance Strategies (Disability, Life, Health) • Estate Planning (Reducing Death Tax) • College Funding (529, Coverdell, UTMA) • Exit Strategies (SEP, 401k/403b, IRA, Annuity) • Practice Management (Employer/Employee Benefits) 1Jesse does not provide specific tax or legal advice. Please consult with a tax or legal professional for specific tax or legal advice. Qualifications: • Investment Advisor Representative • Registered Representative, FINRA Series 6, 7, 66, 63 • Certified Long Term Care (CLTC), CLTC Board of Standards, Newton, MA • Licensed Insurance Agent Jesse Karich came to North Star Resource Group from St. John’s University in Collegeville, Minnesota where he studied management and economics. Jesse resides with his wife, Jessica (yes Jessica) in Minneapolis, Minnesota. When not meeting with clients he enjoys visiting his family’s cabin near Ely, Minnesota during the summer and fall months. You can also run into Jesse on golf courses around the country trying to find his game.
North Star Resource Group North Star Consultants, Inc. CRI Securities, LLC Securian Financial Services, Inc. North Star Resource Group offers securities through CRI Securities, LLC and Securian Financial Services, Inc., Members FINRA/SIPC. CRI Securities, LLC is affiliated with Securian Financial Services, Inc. North Star Resource Group is independently owned and operated. 304184/03-11 |
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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 |
