Jane LaLonde included among Minnesota’s Top Women Wealth Advisors by Forbes/SHOOK for fourth consecutive year
MINNEAPOLIS—February 11, 2025—Jane LaLonde, CFP®, CDFA, senior partner at North Star Resource Group, was announced today as a Forbes Best-In-State Top Women Wealth Advisor for a fourth consecutive year. She was also announced as a Forbes Best-In-State Wealth Advisor for a second consecutive year.
With over 2,400 advisors on the Forbes’ Top Women Wealth Advisors national list, LaLonde is in the top 20 women wealth advisors in the state of Minnesota, with $424 million in team assets*.
“I’m thrilled to be recognized alongside so many incredible women leaders in finance,” said LaLonde. “What makes this work meaningful is the privilege of helping clients transform their relationship with money—moving from uncertainty to confidence, from stress to empowerment. That’s the beauty of the work we do every day.”
Each advisor on the list is chosen based on an algorithm of qualitative and quantitative criteria, including in-person interviews, industry experience, compliance records, revenue produced and assets under management.
“Since the beginning of her career, Jane has blazed a trail for financial planning, and is a true visionary for recognizing that holistic planning was the right path for the client to truly reach their goals,” said Ed Deutschlander, CLU®, CLF®, CEO of North Star Resource Group. “Today, she is one of our top-producing advisors at North Star, running her individual practice as well as leading and mentoring the next generation of planners.”
LaLonde is the co-author of Real-Life Financial Planning with Case Studies for Women, and in 2020, AARP Minnesota and Pollen recognized her as a 50 Over 50 honoree. Along with running her individual practice, she also leads a team of advisors, investment specialists and administrative staff to support her growing client base. She is also a nationally recognized public speaker and an active member of her community.
To learn more about LaLonde, please visit: www.northstarfinancial.com/advisors/jane-lalonde.
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 207 full-time advisors and over 202 employees. In a network of 37 offices in over 21 states, they have contributed to the financial security and well-being of over 150,000 individuals and small businesses**. To learn more about North Star Resource Group, visit www.northstarfinancial.com.
**Data as of December 2024
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If you would like more information about this topic, please call Ian Rich at 612.617.6076, or email him at ian.rich@northstarfinancial.com.
*Data as of February 2025
Jane made the Forbes list on 2/11/25 and was evaluated based on 2024 data. The Forbes ranking of Top Women Wealth Advisors Best-in-State, developed by SHOOK Research, is based on an algorithm of qualitative data, rating thousands of women wealth advisors with a minimum of seven years’ experience and weighing factors like revenue trends, asset under management, compliance records, industry experience, and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings. Research summary of 48,220 nominations received based on thresholds – 26,240 invited to complete online survey – 22, 814 telephone interviews – 5,672 in-person interviews at Advisor’s location. 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 advisor 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.
Data as of 6/30/24. Forbes America’s Top Wealth Advisors and Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client impact, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking.
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