800.352.5837

Brad North
Brad K. North, CFP®
FINANCIAL PLANNER
Areas of Focus
  • Retirement


Phone: 612.617.6000
Location
Minneapolis, MN »
North Star Professional Center
2701 University Avenue SE
Minneapolis, MN 55414

Fax: 612.256.3169
Website: www.bradknorth.com

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About Brad

North-Brad-2014.jpgSince 1998, Brad has supported families with financial leadership, guidance, and expertise. Brad obtained his Bachelor of Business Administration from the University of Wisconsin - Eau Claire in 1998 and immediately began working with North Star Resource Group. In 2006, Brad satisfied education, examination, experience, and ethics requirements for the CFP® certification and is a designated CERTIFIED FINANCIAL PLANNER™ Professional. He is a perennial member of the Financial Planning Association and a Life Qualifying member of the Million Dollar Round Table. Brad is the founder of AdviceLink®, a process of organizing advice and wealth management in one location. Brad resides in Woodbury, MN with his wife, Anne, and three children. He is an active community leader and enjoys music and spending time with friends and family. - “We help people make financial decisions in their best interest”.

The Team

Alexis Lutterman – Administrative Assistant

Lutterman-Alexis-2014.jpgAlexis joined North Star Resource Group in April of 2012.  Her primary client service responsibilities include administrative support and business processing.  Alexis was raised in Bloomington, Minnesota and in her spare time she enjoys cheering on the MN Vikings, bartending at local events, and spending time with friends and family.  - “We provide outstanding service every day - one client relationship at a time”.

 

KC Aswegan – Client Service Coordinator & Para-Planner

Aswegan-KC-2014.jpgKC joined North Star Resource Group in September, 2009. KC graduated from the University of St. Thomas - St. Paul, Minnesota and has worked in the financial services industry since 1999. With years of valuable financial industry experience, KC coordinates our AdviceLink® process. KC resides in Brooklyn Park, MN with her husband Collin and four children. –“Our process is goal-focused and planning-driven. The journey is why we work hard.”

 

 


Please visit www.bradknorth.com for detailed information


Separate from the financial plan and our role as financial planner, we may recommend the purchase of specific investment or insurance products or accounts. These product recommendations are not part of the financial plan and you are under no obligation to follow them.

Brad is a registered representative and investment advisor representative of Securian Financial Services, Inc., and CRI Securities, LLC. KC is also a registered representative of CRI Securities, LLC and Securian Financial Services, Inc. 2003037 / 01-2018

Brad’s Support Team


Name: Alexis Lutterman
Title: Administrative Assistant
Email: Alexis.lutterman@northstarfinancial.com
Phone: 612.617.6077

Name: KC Aswegan
Title: Client Service Coordinator & Para-Planner
Email: kc.aswegan@northstarfinancial.com
Phone: 612.617.6189

Resource Team

Aside from the knowledge and experience you will receive from your advisor, North Star provides a team of experts within their specialties dedicated to helping your advisor choose well-suited products or services for you.

Brakke_Chase_2013_Web.jpgName: Chase Brakke
Title: National Disability Insurance Specialist
Phone: 612.617.6008 
 

  

 


Sitek_Chris_2010_Web.jpg

Name: Chris Sitek
Title: 
Vice President, Life Business Development
Phone: 612.617.6109
 

 

 


Landt_Jeff_2007_Web.jpg

Name: Jeff Landt
Title: Vice President and Director of Investments
Phone: 612.617.6116

 

 

 


Hancock_Carrie_2005.jpg

Name: Carrie Hancock
Title: Vice President, Financial Planning Resource Center
Phone: 612.617.6137

 

 

Minneapolis

North Star Professional Center
2701 University Avenue SE
Minneapolis, MN 55414

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Million Dollar Round Table (MDRT) is an independent membership organization of life insurance and financial service professionals. Membership levels are based on commissions, premiums, or fees generated within a year from investment and insurance products. Members must apply annually and pay a fee. Members must be members in good standing of a Professional Association which has met the following criteria: in existence at least 2 years, have 100 or more members, must be a nonprofit organization, must have a code of ethics and an effective means of dealing with breaches of its code. Members must also adhere to the MDRT Code of Ethics. Working with this advisor is not a guarantee of future financial results. Investors should conduct their own evaluation.