|
|
Robert F. Ebert, CLTC
Financial Advisor
Phone: (612) 617-6153 Mission Statement Robert Ebert helps his clients prepare for, protect and grow their financial security by offering quality products and services through a long-term, mutually beneficial relationship that is built on integrity. Bobby grew up in St. Paul, Minnesota, graduated from St. Thomas Academy in 1999, and then St. Norbert College in 2003 with a Bachelor’s in Speech Communications. His entrepreneurial drive brought him to North Star. He helps motivated families and business owners identify and achieve their financial goals. He methodically learns what your needs are, helps shape your objectives and then develops an achievable strategy. This process, plus his commitment to serving you, are the cornerstones for your success. Bobby’s Primary Focus Includes: • Retirement Strategies (ROTH IRAs, 401Ks, 403Bs, Rollovers, Annuities) • Insurance Strategies (Life, Own Occupation Disability, Long-Term Care) • Fee based Financial Plans • Educational Funding (529 Plans, Coverdale IRAs) • Capital Accumulation1 (Mutual Fund Portfolios, Asset Allocation, Wrap Accounts) • Debt Management (Student Loans, Credit Cards) • Business Ownership (Business Exit, Business Valuation, and Day-to-Day Planning) Qualifications: • Educational Seminars (For Students and Employees) • FINRA Series 7, 6, 63, and 66 registrations Personal Interests: • Certified Long Term Care (CLTC), CLTC Board of Standards, Newton, MA • Waterskiing • Boating • Sailing • Traveling • Spending time with family and friends
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. Specific tax consequences should be verified by your tax advisor. 264521/12-10 |
|
|
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 |
