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Rick D. Schultenover, CFS, CLTCFinancial Advisor, Associate Partner
Phone: (612) 617-6030 Using a macro-economic model, Rick works with affluent professionals and their families developing creative and flexible financial strategies and solutions. In addition to identifying sound strategies, Rick also assists in the review and selection of appropriate investment and insurance products. Areas of focus: • Investment and Insurance Design1 • Asset Protection • Debt Management • Retirement strategies • Tax Saving Strategies As a graduate of the University of Minnesota, Rick began his financial advising career in 2000, based out of Minneapolis, Minnesota. Rick has been distinguished by the Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®. This is an honor presented to the top 7% financial advisors in the world. In addition to building his own practice, he also contributes much of his time to the training and development of new advisors in the financial services industry. Qualifications: • College Funding • Economics Degree, University of MN-Twin Cities • Certified Fund Specialist, Institute of Business and Finance • Series 7 Registered Life and Health licensed • Member, National Association of Insurance and Financial Advisors (NAIFA) • Currently working toward CFP® (CERTIFIED FINANCIAL PLANNER® Practitioner) designation, The American College Rick Grew up in Maple Grove, Minnesota and currently resides in Savage, Minnesota with his wife, Jen. In his free time he enjoys traveling with friends and family, playing guitar, golf and softball. 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 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. 212300/08-10
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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 |
