Find the right financial professional for you.
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Find a financial professional who shares your values and upholds your priorities. With over 170 financial professionals nationwide,1 we can help you navigate the path to financial security. |
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How we can help
No financial strategy is universal. We offer comprehensive services so you can select the products and services that matter most to you and your family.
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Get personalized recommendations.
Connect with a financial professional who understands the specific challenges you face and specializes in solutions designed for your career and lifestyle.
Individual and families |
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A firm you can trust.
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We exist to help families and individuals start and stay the path to financial security. Your North Star financial advisor and associate has immediate access to numerous specialists on everything from life insurance to investments to business solutions. |
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$9.5 |
$5.8 |
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140,000 |
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Join a company where everyone can make an impact.
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We believe that to serve our clients to the best of our ability we must first build a positive culture within our firm. At North Star, we work to build a culture that is unequivocally goals-driven and team-oriented. |
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Events
Medicare and Your Retirement
Wed, May 12 | 11:00 AM to 12:00 PM CDT
Join us for a free, no-obligation seminar discussing the basics of Medicare and how to navigate your choices during your retirement.
Finding Your Dream Job in Personal Finance
Tue, May 25 | Wed, May 26 | Thu, May 27
Uncovering Value in Your Financial Plan
Wed, May 26 | 12:30 PM to 1:30 PM CDT
Newsroom
Insights for your financial wellness
A quick guide to HSAs and Medicare
One of the most complicated issues surrounding Medicare is having a Health Savings Account (HSA). We’ve put together an HSA cheat sheet for how to best handle your or your family member’s Medicare decision.
6 powerful money tips for women from women
Who better to provide that sound financial guidance than other high-achieving women? We interviewed seven financial advisors from various backgrounds throughout the U.S. on their personal finance tips.
Careers
Get in touch
Our dedicated team of advisors and specialists are here to listen and to help you navigate this new era of financial concerns and opportunities.
1As of December 2019
2As of June 2020
3As of October 2020
3282358/DOFU 10-2020