North Star Resource Group is a financial services firm headquartered in Minneapolis, Minnesota. With over 150 financial advisors and 150 team members, we are well-positioned to help our 120,000+ clients create, preserve and protect their wealth.
Our unique organizational structure is comprised of multiple resources, or specialized departments, to help guide our financial advisors in how to best serve their clients. With the help of these resources, our advisors have access to numerous subject-matter specialists on everything from Life or Disability Insurance to Investments to Employee Benefits and more.
We are committed to helping steer our clients on the path to financial security. As an independent organization, our financial advisors are not tied to one specific line of products. Our advisors are able to make their recommendations based on what they believe would work best on a case-by-case basis. Working with a wide range of individuals, including medical professionals, business owners, engineers, business professionals and more, North Star advisors offer a broad range of wealth management services unique to the interests of the client and their family.
We can help you plan and save for retirement, prepare for the unexpected with life or disability insurance, become a savvy investor, develop a sound financial plan, prepare for your child’s education and much more. We know that life moves quickly—with a North Star financial advisor, you can enjoy the things you love to do while preparing and planning for the future.
Changing Lives, Forever®
To grow advisors and team members who are committed to building long-term client-centered relationships by insuring against adversity, investing for opportunity and planning for both.
North Star operates on a series of six core values:
Our roots trace back to 1908, when a small office with a handful of financial advisors opened in downtown St. Paul, MN. Over time, North Star has grown into an independent establishment comprised of over 300 individuals with offices across 22 states. The level of service and expertise North Star advisors provide their clients is a direct result of North Star’s 100+ years of working on behalf of the best interests of our clients.
In diversifying the products and services available to our financial advisors and their clients, North Star added an Insurance Brokerage division in 1986, a Long-Term Care division in 1996, an Employee Benefits division in 1998, and a Tax Preparation division in 2002. In 1983, we began providing comprehensive investment advisory services under our independent registered investment advisor, Marathon Advisors, Inc. In 2007, we aligned with CRI Securities, LLC and Securian Financial Services, Inc. for strategic purposes. In expanding the products and services offered, North Star advisors have been able to take a more diversified and holistic approach to providing recommendations for their clients.
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