Joshua C. Evenson, CFP®, ChFC, CASLPartner
Phone: (608) 271-9100 Weisenberger & Evenson Partnership Bio Josh Evenson is a partner practicing in the Madison, WI office. Since 1997, Josh has built a successful practice working with a broad range of clients, from young professionals to retirees. Josh is a CERTIFIED FINANCIAL PLANNERTM (CFP®) practitioner and one of the services he offers is the development of comprehensive financial plans for his clients. Josh is also a Chartered Financial Consultant (ChFC) and Chartered Advisor for Senior Living (CASL). As an independent advisor, Josh works on both a consulting basis, and is able to implement plans with access to a broad array of financial products. In 2008, Josh created a partnership with Doug Weisenberger. As a team, Josh and Doug share a knowledgeable and friendly staff. With over 40 years of combined experience, Josh and Doug can provide a unique insight to your individual situation. Josh graduated from St. Olaf College in 1997. He currently lives in Madison with his wife, Jenn and daughters, Amelia, Clara and Elena. CFP® and CERTIFIED FINANCIAL PLANNERTM 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. 1CRI Securities, LLC Securian 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. 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. 209955/07-2010 |
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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 |