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Jim Ries
Phone: (612) 617-6094 Helping successful individuals and families, medical professionals, and business owners. Jim’s mission is to help individuals and families implement a financial strategy that is designed to increase wealth and protection while decreasing anxieties and uncertainties about their financial futures. He is fully committed to educating families on the many options and decisions they have to make in implementing successful financial strategies. In addition to his own practice, Jim is actively involved with North Star’s Leadership Development Team. He is fully committed towards training and growing advisors in their first year in the business. Jim is a member of the Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals which recognizes the top 5-7% of financial advisors worldwide, as one of the industry's leading advisors. Jim specializes in the following areas: • Personal Fee Based Financial Planning1 • Tax Minimizing Strategies2 • Wealth Management and Retirement Distribution • Budgeting Basics and Cash Flow Management • Employer Sponsored Benefits (Group Life, Health and Disability) • Life/Disability Insurance Selection and Design • Employer Sponsored Retirement Plans (401K, 403B, 457, SEP IRA, Simple IRA) • Financial Education Workshops for Medical Professionals
Potential Benefits: • The formulation of a strategy for retirement and the distribution of your assets. • An independent confirmation that your strategy is on track to meet your needs. • Helping to ensure that your family and assets are protected in the event of death, disability, long term care, or other potential liability issues.
Jim’s Background and Qualifications Include: • Bachelor of Business Administration in Finance, Concordia University St. Paul • Member, National Association of Insurance and Financial Advisors (NAIFA) • Life, Accident and Health Insurance Licensed • Variable Life and Annuity Licensed • Series 7 Registered • Series 66 Registered Jim currently resides in Minneapolis, Minnesota. He enjoys football, basketball, and spending quality time at his cabin in Grand Rapids, Minnesota. He is very involved in the Big Brothers Big Sisters Program of Minneapolis and activities surrounding his church.
North Star Resource Group North Star Consultants, Inc. 1CRI Securities, LLC 1Securian Financial Services, Inc. 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. 2Specific tax consequences should be verified by your tax advisor. 420877/11-2011 |
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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 |
