Tom Zirbes is a regional vice president and financial advisor based in North Star Resource Group’s St. Paul, MN office. Serving clients in Minnesota and California with the help of his robust practice management team, Tom works primarily with corporate executives, business owners, CPAs, lawyers and medical professionals.
Tom began his career in 1980 and has been with North Star Resource Group since 1987. He is a founding member of the North Star Law Division, which specializes in the complex and ever-changing financial needs of attorneys, CPAs, trustees, and the families they represent. He is also a member of North Star’s Medical Division.
It seems as if today’s fast-paced, modern world consists of the commoditization of most businesses. Tom recognizes that people want their information readily accessible. Given this, Tom and his team’s goal is simple: to provide clients with access to valuable personal finance resources without losing the human connection. While other firms may offer a single specialist, North Star’s approach was to develop departments of specialists and then assign a specialist to each client, providing a full-service practice management team. These departments are combined by design to optimize services and solutions for you, the client. Tom and his team believe in 100% transparency as advisors. Their goal is to provide value-added advice, while maintaining a uniform continuation of services with the goal of achieving their most important moral objective of Changing Lives, Forever®.
Areas of focus:
- Company-sponsored retirement plans
- Comprehensive fee-based financial planning
- Estate planning *
- Income protection strategies
- Insurance strategies
- Liability protection strategies*
- Life insurance
- Property and casualty review, courtesy of Borealis Insurance Services
- Retirement strategies
- Tax strategies*
- Tax-efficient investment strategies*
- Wealth accumulation
- Wealth management
- FINRA Series 7, 6, 63 and 66 registered
- Co-author of “Real Life Financial Planning with Case Studies” (2009) with Financial Advisor Todd Bramson
- Member of the Million Dollar Round Table, The Premier Association of Financial Professionals©
- Frequent speaker at educational seminars for students and medical and legal professionals
Splitting his time between Minnesota and California, Tom is active in both communities and participates in the work of charitable boards and various foundations. In his spare time, he enjoys cycling, hiking, traveling, any building project, and spending time with his family and friends.
Interested in learning more about Tom? Contact him via the information listed above!
Tom is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc. and CRI Securities, LLC. CA Lic. #0D06213. 2160637/DOFU 6-2018
Thomas’s Support Team
Title: Employee Benefits Division Manager
Title: Director of Property and Casualty, Borealis Insura
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.
Name: Chase Brakke
Title: National Disability Insurance Specialist
Name: Chris Sitek
Title: Vice President, Life Business Development
Name: Jeff Landt
Title: Vice President and Director of Investments
Name: Carrie Hancock
Title: Vice President, Financial Planning Resource Center
St. Paul101 East 5th Street, Suite 201
St. Paul, MN 55101