Ann M. Wengronowitz, CFP®, RICP®

Senior Partner

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We are a close-knit team of financial planners that help you prepare for the future, build your wealth, and prepare for the unexpected.

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Ann M. Wengronowitz, CFP®, RICP®

Senior Partner

Schedule a no-obligation consultation today!

About

Ann started with North Star in 1981. Shortly after joining the firm, she earned her CERTIFIED FINANCIAL PLANNER® professional designation from the College of Financial Planning in Denver, Colorado. Ann holds her Series 7 and 63 registrations and Life and Health Insurance license.

Ann’s practice over the years has grown into a well-established advice-based financial practice. Her clients enjoy their long-term relationship with her and the level of expertise she brings to the practice. Ann recognizes the need for clients to have a financial coach in their lives and the positive impact it has on those who are committed to achieving their financial goals and dreams.

Ann has been recognized nationally as a leader among her peers, serving on Cetera’s Advisor Engagement Council, a small and exclusive group of advisors selected to represent over 10,000 advisors by providing strategic input and guidance to Cetera’s executive team. Ann is president of WISE, an organization committed to the growth of women financial professionals in the Cetera, and she served as past president of Premier Resource Group (PRG), a national organization for financial professionals in the Cetera.

In 2018, Ann was awarded the organization’s Betsy Woolfolk Courage Award due to her demonstrated leadership, discussions she initiated on PRG’s mission and values to help position it for future success, and implementation of financially responsible changes. She is additionally a founding member of the Minnetonka Rotary Club and has served on various local boards of directors throughout her professional career. Notably, Ann was a recipient of Minneapolis-St. Paul Business Journal’s 2016 Women in Business award and the 2017 Five Star Wealth Manager award. Then, in 2022, she was named Rotarian of the Year for her commitment to the Minnetonka Rotary Club since its inception and her leadership as chair of the annual fundraiser “Links and Libations,” raising $35,000 for the foundation in 2023.

Ann is married and she and her husband Jon live in Victoria, Minnesota. They have two daughters, one son-in-law, and two grandchildren.

Support team

Jacob Nelson
Jacob Nelson

Registered Practice Coordinator

Helen Desta
Helen Desta

Client Services Assistant

Advisor team

Emily A. Malecha, CRPC®, ChFC®
Emily A. Malecha, CRPC®, ChFC®

Financial Advisor

Contact

    2701 University Avenue SE
    Minneapolis, MN 55414

    Directions

    Ann and Emily are investment advisor representatives of Cetera Advisor Networks, LLC. Securities offered through Cetera Advisor Networks LLC, 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.

    The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Active as a credentialed professional in the financial services industry for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by Five Star Professional, the wealth manager has not: A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three customer complaints filed against them [settled or pending] with any regulatory authority or Five Star Professional’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority; D. Filed for personal bankruptcy; E. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. Award does not evaluate quality of services provided to clients. Once awarded, wealth managers may purchase additional profile ad space or promotional products. The Five Star award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their client’s assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future. For more information on the Five Star award and the research/selection methodology, go to fivestarprofessional.com. 2,304 Twin Cities wealth managers were considered for the award; 836 (37 percent of candidates) were named 2017 Five Star Wealth Managers.

    Awards and club membership are based primarily on commissions, premiums, or fees generated from investment and insurance products and other criteria relative to leadership, achievement, and recruiting. Working with this individual or firm is not a guarantee of future financial results. Investors should conduct their own evaluation.