Scott H. Gislason, CLU, ChFC

Scott H. Gislason, CLU, ChFC

Financial Advisor*

Phone: (612) 617-6159
Fax: (612) 256-3159
Mobile Phone: (612) 839-2916
E-mail:

Scott H. Gislason serves as the Estate and Business Planning Counsel for the North Star Resource Group. Headquartered in Minneapolis, North Star is one of the largest independent financial advisory firm in the upper Midwest with offices in Minnesota, Arizona, Iowa, Montana, Wisconsin, Texas, New Mexico, Oregon, Washington, Utah, California, Illinois, Pennsylvania and Ohio

Scott’s practice is focused on helping individuals, families and businesses create and preserve wealth. Scott takes great pride in helping clients achieve their financial goals by making more informed, more strategic and more tax efficient choices. Scott’s specialty areas include: (i) estate planning life insurance (ii) buy/sell life insurance; (iii) tax-qualified retirement plans; and (iv) retirement preparation.

  • Chartered Financial Consultant (ChFC), American College, Bryn Mawr, PA
  • Chartered Life Underwriter (CLU), American College, Bryn Mawr, PA
  • Certified Public Accountant (inactive) and member of the Minnesota Society of CPAs
  • Juris Doctorate, William Mitchell College of Law
  • B.A., Accounting, Gustavus Adolphus College, St. Peter, Minnesota
  • Member - Minneapolis Estate Planning Council
  • Member - Estate and Financial Planning Council of Saint Paul
  • Scott is a registered representative and investment advisor representative of CRI Securities, LLC. and Securian Financial Services, Inc.

EXPERIENCE

  • Speaks frequently to professional groups on a variety of financial topics:

Minnesota Society of CPAs – Annual Estate and Financial Planning Conference: "Insurance Revolution: The latest Insurance Techniques," June 2000

Minnesota Continuing Legal Education – Estate & Trust Week: "The Use of Life Insurance in Estate Planning," November 2000

Minnesota Continuing Legal Education – Annual Probate and Trust Conference: "Fixing the Problem ILIT: Don’t Let a Good Plan Go Bad," June 2000

Minnesota Continuing Legal Education – Estate Planning for the Family Business: "Liquidity Planning and Split Dollar Insurance," September 2002

  • Regular expert on PBS’s weekly financial planning TV show “Right on the Money”
  • Life Insurance commentator on the National Public Radio show “Sound Money”
  • Adjunct Faculty – U of M, Carlson School of Mgmt – Ins. & Financial Services (2002 – 2005)
  • Published on a variety of financial topics:

Journal of Estate Planning, “Updated Split Dollar Planning” August ‘93

Insights and Strategies, “Funding the Family Limited Partnerships” March ‘96

Minnesota Business, “Selling the Closely-held Business” September ‘96

PERSONAL

  • Married with two children residing in Saint Paul, MN
  • Board member and Treasurer of the City of Lakes Nordic Ski Foundation
  • Gillette Children’s Hospital, St. Paul, MN - Planned Gifting Committee
  • Enthusiastic Nordic skier, bicyclist and cut-throat croquet player 

 

North Star Resource Group
2701 University Ave. S.E.
Minneapolis, MN 55414-3233

*North Star Consultants, Inc.
Insurance Products & Services

CRI Securities, LLC
Securities & Investments

Securian Financial Services, Inc.
Variable Products & Securities

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. North Star Resource Group is not affiliated with Securian Financial Services, Inc. North Star Resource Group is independently owned and operated.

401309/DOFU: 10-2011