800.352.5837

Thomas Haunty
Thomas A. Haunty, CFP®, RHU, REBC, ChFC, AIF®
Senior Partner, Team Leader
Areas of Focus
  • Attorneys
  • Business Owners
  • Retirement
  • Debt Management
  • Mutual Funds
  • Education Funding
  • Investments
  • Tax Strategies
  • Wealth Management


Phone: 608.271.9100 ext. 216
Location
Madison, WI »
2945 Triverton Pike Drive, Suite 200
Madison, WI 53711

Toll Free: 888.655.8091 ext. 216
Fax: 608.271.3564

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Helping to create, find and protect money for individuals, families and businesses since 1982.™

As a Senior Partner in the Madison, Wisconsin office of North Star Resource Group, Tom Haunty's practice is focused in two areas.

Fee-Based Personal Financial Planning

As a Certified Financial PlannerTM practitioner or CFP®, Chartered Financial Consultant (ChFC), and an Accredited Investment Fiduciary (AIF®) Tom helps individuals and families accumulate money by maximizing their investment return potential and minimizing their tax burdens*. He helps clients invest more through cash flow planning and helps protect their income and savings from unforeseen losses through personalized insurance selection.

Business Benefit Planning

As a Registered Employee Benefit Consultant (REBC) and a Registered Health Underwriter (RHU), Tom assists business owners in rewarding, recruiting and retaining key employees through the implementation of selective benefit programs. In addition to evaluating and guiding the selection of group 401(k) pension and insurance benefit programs, Tom provides comprehensive benefit communications to employees through employee-specialized seminars, workshops and individual meetings. Tom also seeks to coordinate the efforts of the business' tax and legal advisors to work together to help meet the business owner's overall financial goals.

Tom Haunty has authored and been quoted in numerous articles on personal and business financial strategies and is a frequent speaker on these topics. He published the book "Real Life Financial Planning for Young Lawyers." An Evans Scholar graduate of the University of Wisconsin-Madison School of Business, Tom is also a member of the Financial Planning Association; the Financial Counseling, Investment, Management and Employee Benefits Sections of the Society of Financial Services ProfessionalsTM; and is a Life and Qualifying Member of the Million Dollar Round Table, The Premier Association of Financial Professionals®. Moreover, he has also been a National Association of Insurance and Financial Advisors (NAIFA) Quality Award recipient every year since 1987.

Financial Services for Attorneys

Tom has also developed a practice sub-specialty providing financial services for attorneys, their law firms and their clients. He has authored and been quoted in numerous articles on attorney finances published in The ABA Journal, The Young Lawyer Magazine and other legal publications. He also serves as a volunteer financial advisor for the American Bar Endowment (ABE), a not-for-profit arm of the American Bar Association, supporting ABA Young Lawyers Division members and is an Associate member of the American Bar Association.

  

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. Tom is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc. and CRI Securities, LLC. 1887282 / DOFU 09-2017

Thomas’s Support Team


Matthew NewmanName: Matthew Newman
Title: Financial Advisor
Email: matthew.newman@northstarfinancial.com
Phone: 608.271.9100 ext. 251

Kayla NikulaName: Kayla Nikula
Title: Associate Financial Advisor
Email: kayla.nikula@northstarfinancial.com
Phone: 608.271.9100 ext. 206

Stacey KochName: Stacey Koch
Title: Practice Coordinator
Email: stacey.koch@northstarfinancial.com
Phone: 608.271.9100 ext. 223

Stacey ReuterName: Stacey Reuter
Title: Administrative Specialist
Email: stacey.reuter@northstarfinancial.com
Phone: 608.271.9100 ext. 220

Kari WattName: Kari Watt
Title: Administrative Assistant
Email: kari.watt@northstarfinancial.com
Phone: 608.271.9100 ext. 239

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

 

 

Madison

2945 Triverton Pike Drive, Suite 200
Madison, WI 53711

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.