800.352.5837

Erik Andrews
Erik R. Andrews, CFP®
Associate Partner, Senior Financial Consultant
Areas of Focus
  • Medical Professionals
  • Wealth Management
  • Retirement Strategies
  • Risk Management


Phone: 612.617.6048
Location
Minneapolis, MN »
North Star Professional Center
2701 University Avenue SE
Minneapolis, MN 55414

Fax: 612.256.3048

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Erik is a CERTIFIED FINANCIAL PLANNER™ practitioner who graduated from Indiana University in 2002 and joined North Star Resource Group in 2003 as a financial consultant. Growing up as the son of a physician, Erik understands firsthand the unique and complex financial challenges within this chosen career and has a specialized practice working with physicians and dentists in addition to successful professionals and families. He is a member of North Star’s Medical Division, which is comprised of a group of advisors who work extensively with medical and dental professionals across the country sharing best practices. He has clients in over 20 states and believes that “if the trust is there, the miles don’t matter.”

Erik believes in taking a holistic approach to helping clients actively pursue their financial objectives, beginning with understanding each individual’s unique set of values, goals, philosophies and concerns. He provides fee-based financial planning and can also implement the strategies outlined in the plan through the sale of specific product.1

Erik is a frequent presenter to residents, fellows, practicing physicians and dentists at various teaching hospitals and medical practices throughout the country. He works extensively at Indiana University School of Medicine and School of Dentistry, St. Vincent Women’s Hospital, Methodist Hospital and St. Francis Hospital in Indiana and University of Louisville School of Medicine and University of Kentucky College of Medicine in Kentucky.

As a resident, Erik focuses his discussions in the areas of debt management, cash accumulation, moonlighting income, investments and insurance strategies. Once in practice, the main points of discussion are focused in the areas of wealth accumulation, asset protection strategies*, insurance, tax minimization strategies* along with exit strategies*.

Erik is a member of the MDRT's "Court of the Table".

His services include:

Investment Strategies

  • Money Market Funds
  • Brokerage Accounts (Stocks, Bonds, Mutual Funds, ETFs)
  • Retirement Strategies (401k, Traditional and Roth IRAs, Rollovers)
  • Education Funding Strategies (529 Plans, Education IRAs, etc.)
  • Asset Allocation and Investment Advisory Services

Insurance

  • Life Term, Variable, and Whole Life
  • Disability Private vs. Employer Plans
  • Health Small Business or Individual
  • Long Term Care Group or Individual

Qualifications

  • B.A., Indiana University
  • CERTIFIED FINANCIAL PLANNER™ professional
  • Series 7 Registered
  • Member, North Star Resource Group Medical Division
  • Certification in Long-Term Care CLTC — Corporation for Long-Term Care Certification, Inc.
  • Registered Representative, CRI Securities, LLC and Securian Financial Services, Inc., Members FINRA/SIPC
  • Investment Advisor Representative, CRI Securities, LLC and Securian Financial Services, Inc., Registered Investment Advisors
  • Agent, North Star Consultants, Inc.
  • Licensed Life and Health Insurance Agent
  • Member, National Association of Insurance and Financial Advisors NAIFA

Erik resides in Brooklyn Park, Minnesota with his daughters, Addison and Ashlyn, and son, Aiden. Erik enjoys spending quality time with his family and friends, grilling out and is an avid Colts fan.

 

1Separate 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.

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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

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.