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Lawrence B. Tate, ChFCFinancial Advisor
Phone: (763) 428-0070 Since joining the firm in 1999, Larry has specialized in providing creative alternatives to help people achieve financial success. Larry’s goal is to help his clients make educated decisions regarding the best possible utilization of their financial resources. Additionally, he has the ability to meet the specific needs of his clients through the use of a wide range of financial products and services. In Larry’s eleven years with North Star Resource Group, his practice has grown almost exclusively by referrals from satisfied clients. Recently, Larry has spoken to or been asked to speak before 25 medical professional groups across the country. Larry works primarily with Medical Professionals, Retirees and other Affluent Individuals, providing guidance on retirement, asset protection, estate and investment strategies. Larry has been distinguished by the Million Dollar Round Table (MDRT), an organization which recognizes the top 5-7% of the financial advisors worldwide, as one of the industry’s leading advisors. Services • Savings Analysis • Tax Minimizing Strategies1 • Life/Disability Insurance Design and Management • Investment Consultation and Portfolio Management2 • College Education Strategies • Retirement Strategies and Rollovers • Employee Benefit Analysis (401k, Deferred Compensation, Executive Bonus, Key Employee Retention) Qualifications • B.A. Degree, Ripon College, Ripon, WI • Series 7 Registered Representative, CRI Securities, LLC and Securian Financial Services, Inc. • Member, Financial Planning Association (FPA) • Member, Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals® Personal • Resides in Rogers, MN with wife, Kirsten • Serves on various boards with the Cystic Fibrosis Foundation (CFF) • Enjoys hockey, skiing, tennis, and reading. 1Specific tax consequences should be verified by your tax advisor.
North Star Resource Group North Star Consultants, Inc. 2CRI Securities, LLC 2Securian 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. 255323/11-10 |
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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 |
