Jon Ylinen recognized in Forbes’ Top Financial Security Professionals rankings
MINNEAPOLIS — July 10, 2024 — Jon Ylinen, financial advisor and senior partner at North Star Resource Group, has been honored on Forbes and SHOOK Research’s 2024 Top Financial Security Professionals list. This recognition highlights Ylinen as one of the nation’s leading financial professionals, dedicated to helping clients achieve their financial goals with a holistic, protection-based approach to wealth planning.
Ylinen secured the #25 spot in Wisconsin. This marks his second appearance on this prestigious list, which recognizes financial professionals who lead practices dedicated to offering a high level of service, honesty and commitment to their clients.
“Making this list represents a wonderful achievement for me and my team,” Ylinen noted. “I’m so grateful for the hard work and support they provide as we help clients navigate their finances.”
Ed Deutschlander, CLU®, CLF®, CEO of North Star, commented on the recognition, stating, “These rankings perfectly align with North Star’s holistic approach to financial planning, which emphasizes protection-based wealth planning alongside assets under management. Ylinen is equipped and passionate about having these courageous conversations with clients, addressing life’s uncertainties like disability, death or job loss. This recognition by Forbes and SHOOK Research reflects that.”
Ylinen began his career with North Star in 2008 and quickly settled into the role of offering tailored, comprehensive financial guidance to each of their clients. Now, he leads a team of dedicated financial specialists and professionals who ensure their clients receive complete financial guidance every step of the way.
“My practice is entirely committed to helping our clients achieve their financial goals,” Ylinen added. “This is only made possible by the dedicated team I work with, who work every day to provide a wonderful experience for all.”
The Forbes ranking was determined based on a comparison of business practices based on both qualitative and quantitative elements in a survey conducted by SHOOK Research. Qualitative elements including production/premiums death benefits and assets under management, client-related trends and data were analyzed. Additionally, SHOOK analyzed quantitative elements such as meetings with professionals, use of team and team dynamics, level of community involvement, credentials and years of service and other elements.
To learn more about Forbes’ Top Financial Security Professionals list or to view the rankings on a national and state level, please visit www.forbes.com/lists/best-in-state-financial-security-professionals.
About Forbes and SHOOK Research
Forbes boasts 6 million readers and 116 million unique monthly visitors who rely on their research and content to plan their financial futures. SHOOK does not receive a fee in exchange for rankings.
About North Star Resource Group
North Star Resource Group is a Minneapolis-based financial services firm that provides both individuals and businesses with the resources to help create, preserve and protect their wealth. North Star has more than 192 full-time advisors and over 178 employees. In a network of 42 offices in over 20 states, they have contributed to the financial security and well-being of over 140,000 individuals and small businesses**. To learn more about North Star Resource Group, visit www.northstarfinancial.com.
**Data as of December 2023
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Author: Jon Ylinen
Jon works with several hundred physicians starting as early as their final year of medical school, through residency and fellowship, in practice, and through retirement.
Investment advisor representative of Cetera Advisor Networks, LLC. Securities offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC, CA Insurance Lic # 0644976), member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity. CA Insurance License #0H56807.
Forbes America’s Top Financial Security Professionals, developed by SHOOK Research, is based on last year’s data. The algorithm is designed to fairly compare the business practices of a large group of financial service professionals (FSPs) based on quantitative and qualitative elements. Data is weighted to ensure priorities are given to dynamics such as best practices, business models, recent business activity, among others. Each variable is graded and represents a certain value for each measured component. The algorithm measures thousands of FSPs against one another. The listing is prepared by SHOOKTM Research and is based primarily on commissions and premiums generated from insurance products and other criteria relative to years of experience, credentials, client retention and servicing, business model, community involvement, financial professional and peer interviews, and compliance background. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the financial professional by any client. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award..