800.352.5837

Craig Molldrem
Craig Molldrem, CLTC, RICP, AIF®, CAP, CLU®, ChFC®, CFP®
Senior Partner, Financial Advisor
Areas of Focus
  • Asset Protection
  • Wealth Management
  • Retirement
  • Education Funding
  • Tax Strategies


Phone: 612.703.3434
Locations:
Dallas, TX »
Place Park on Turtle Creek
2911 Turtle Creek, Suite 300
Dallas, TX 75219
Philadelphia, PA »
2001 Market Street
Suite 2500
Philadelphia, PA 19103
Boston, MA »
Prudential Center
800 Boylston Street, 16th Floor
Boston, MA 02199
Houston, TX »
Phoenix Tower
3200 Southwest Freeway, Suite 3300
Houston, TX 78230
Oklahoma City, OK »
100 Park Ave
Suite 700
Oklahoma City, OK 73102

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Craig Molldrem is a Senior Partner and Financial Advisor with North Star Consultants’ Medical Division. Residing in Dallas Craig has primary offices in Dallas, Philadelphia, and Boston locations. Craig works primarily with physicians and dentists and their families to help them overcome the financial challenges that are unique to their chosen careers in a team approach to offer world class customer service and efficiency when it comes to addressing your financial needs.

His areas of specialty include:

  • Asset Protection Strategies*
  • Physician Specific Disability Insurance
  • Life Insurance Strategies
  • Wealth Management
  • Retirement programs (Solo 401k, SEP, 401k 403b, Roth IRA)
  • College Funding Options
  • Tax Deferred Strategies*
  • Financial Considerations regarding Exit Strategies*

Craig consistently hosts seminars in Texas, Massachusetts, Philadelphia, and Oklahoma and is an experienced speaker for physicians across the country. He has been distinguished as a Court of the Table member of the Million Dollar Round Table. Craig often contributes to magazines or journals and has been published in Retina Today, Medical Economics, and is the Co-Author of the Physicians Guide to Financial Independence. In November 2015, Craig was also featured in a Wall Street Journal article "U.S. Student-Loan Forgiveness Program Proves Costly." Due to his extensive responsibilities in providing leadership in his offices Craig was named the 2012 Field Director of the Year by Securian Financial Group4.

Craig has sought and achieved a number of recognized designations the industry has to offer in the CLTC, RICP, CLU®, ChFC®, CFP®, AIF® and CAP. He prides himself in the comprehensive approach he and his team take in approaching the needs of a client’s financial picture.

Craig graduated from University of Minnesota with a degree in applied economics with an emphasis in finance. He enjoyed a decorated 5 year career in professional baseball upon graduating college and has enjoyed working with North Star since 2002.

Qualifications:

  • Member of the Million Dollar Round Table, The Premier Association of Financial Professionals®
  • Five Star Wealth Manager Award (2013, 2012)
  • Chartered Life Underwriter (CLU) designation through the American College
  • FINRA Series 7 registered
  • Series 66 registered
  • CERTIFIED FINANCIAL PLANNER™ professional, CFP®
  • Chartered Financial Consultant (ChFC)
  • Life and Health Licensed
  • Variable Life and Annuity Licensed
  • Certified Long Term Care (CTLC)

 

Craig is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc. and CRI Securities, LLC. 1572441 / DOFU 08-2016

Craig’s Support Team


Stephanie WilliamsonName: Stephanie Williamson
Title: Practice Coordinator
Email: Stephanie.Williamson@northstarfinancial.com
Phone: 612.617.6011
Fax: 612.256.3011

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

 

 

Dallas

Place Park on Turtle Creek
2911 Turtle Creek, Suite 300
Dallas, TX 75219

Philadelphia

2001 Market Street
Suite 2500
Philadelphia, PA 19103

Boston

Prudential Center
800 Boylston Street, 16th Floor
Boston, MA 02199

Houston

Phoenix Tower
3200 Southwest Freeway, Suite 3300
Houston, TX 78230

Oklahoma City

100 Park Ave
Suite 700
Oklahoma City, OK 73102

Information Current as of April 2018 I am ready to make a plan for my student loans. What is the first step? In general, you want to start by looking at your loans and determining which were not issued under the Direct Loan program. We usually recommend a consolidation BEFORE entering any repa…
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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.

4 Awards and club membership are based primarily on commissions, premiums, or fees generated from investment and insurance products and other criteria relative to leadership, achievement, and recruiting. Working with this individual or firm is not a guarantee of future financial results. Investors should conduct their own evaluation.

The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria: 1. Credentialed as an investment advisory representative (IAR) or a registered investment advisor; 2. Actively employed as a credentialed professional in the financial services industry for a minimum of five years; 3. Favorable regulatory and complaint history review**; 4. Fulfilled their firm review based on internal firm standards; 5. Accepting new clients; 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutionalized discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Educational and professional designations. Wealth managers do not pay a fee to be considered or awarded. Once awarded, wealth managers may opt to purchase additional profile ad space or related award promotional products. The award methodology does not evaluate the quality of services provided. The award is not indicative of the award winner’s future performance. 2,864 Austin and Central Texas wealth managers were considered for the award; 684 (24 percent of candidates) were named Five Star Wealth Managers.

**To qualify as having a favorable regulatory and complaint history for this award, the person cannot have (1) been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine, (2) had more than a total of three customer complaints filed against them (settled or pending) with any regulatory authority or Five Star Professional’s consumer complaint process, (3) individually contributed to a financial settlement of a customer complaint filed with a regulatory authority, (4) filed for bankruptcy, or (5) been convicted of a felony.