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Stevan C. Kafitz, LUTCFPartner*
Phone: (651) 291-1240 Steve obtained his degree from the University of Minnesota where he studied history and business. He began his career by joining his family’s retail clothing business where he experienced first-hand the challenge of transitioning a family business and the value of a financial advisor. In 1992, he began his practice in the financial services industry with Winter & Associates, which merged in 2001 with North Star Resource Group, an independent, premiere financial services firm with over 90 years of combined experience in the financial services industry. Since joining the firm in 1992, Steve has specialized in providing alternatives to help people achieve financial success. Steve’s goal is to help his clients make quality decisions about the allocation of their financial resources by defining and qualifying financial goals and objectives, along with providing access to a wide range of competitive financial products and services. Steve specializes in working with business owners, professionals and executives; advising them on business succession, retirement, estate, and investment strategies. Steve’s professional qualifications include the following: • Life Underwriter Training Council Fellow (LUTCF) • Registered Representative, CRI Securities, LLC and Securian Financial Services, Inc. • Awarded “New Associate of the Year,” Winter & Associates, 1993 • Member, Million Dollar Round Table, The Premier Association of Financial Professionals® • Member, National Association of Insurance and Financial Advisors (NAIFA) • Investment Advisor Representative, Securian Financial Services, Inc. Steve resides in Mendota Heights, Minnesota with wife, Eve and two sons, Micah and Zachary. He enjoys playing golf and tennis along with gardening and spending time with family.
North Star Resource Group *North Star Consultants, Inc. CRI 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. 178299/04-10
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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 |
