Joseph S. Burgess, CLU, ChFC, AIF®
Senior Associate
Phone: (612) 617-6152
Fax: (612) 617-6001
E-mail: joe.burgess@northstarfinancial.com
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Joe began his affiliation with North Star Resource Group in 1996.
In his time with North Star, his practice has developed a focus in the following areas: (For a complete list of services click on the following attachment, Products and Services)
- Financial Planning for Executives, Business Owners, and Professional Athletes
- Wealth Management
- Qualified Retirement Plan Management
- Non Qualified Executive Compensation Arrangements including Deferred Compensation and Executive Bonuses
- Wealth Transfer
- Buy/Sell Agreements, Irrevocable Trusts and Charitable Trusts
Education Qualifications:
- Accredited Investment Fiduciary designee (AIF®), The Centre for Fiduciary Studies, Sewickly, PA
- Chartered Financial Consultant (ChFC), American College, Bryn Mawr, PA
- Chartered Life Underwriter (CLU), American College, Bryn Mawr, PA
- Series 63, 65, & 7 Registered Representative
- Bachelor of Arts Degree, St. John’s University, Collegeville, MN
Memberships/Associations:
- Registered Player Financial Advisor, NFL Players Association since 2004
- Qualifying Member, Million Dollar Round Table (The Premier Association of Financial Professionals®)
- Member, National Association of Insurance and Financial Advisors (NAIFA)
Published Articles:
- May, 2008 National Life Underwriter magazine
Personal:
- Has served on the National Alumni Board for St. John’s University
- Current Board Member for the Minneapolis Police Activities League (PAL)
- Current Youth Basketball Coach at Cedarcrest Academy, Maple Grove, MN
- Enjoys Triathlons and Camping
- Resides in Maple Grove, MN with wife Meghan, and children Chloe, Griffin and Will.
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. 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.
194917/06-10
