Austin Rothstein

Financial Advisor

Investing for opportunity, insuring for adversity, and planning for both.

Supporting, encouraging, and helping you through every aspect of your financial life.

Austin Rothstein

Financial Advisor

Investing for opportunity, insuring for adversity, and planning for both.

About Austin

Austin believes financial services should be built on long-term relationships, not a transaction.

When you start a professional relationship with Austin, he makes it his priority to understand you and your situation, including past decisions and future goals.

Then, once mutual trust is built, you can create a financial strategy built on the solutions suited to your current financial position and where you would like to end up.

As your situation or priorities will change in life, Austin will help you adjust your strategy to your new circumstances and priorities, making sure your future is solid and supported.

When you work with Austin, you gain lifelong financial direction and counsel.

Ready to get started?

Schedule a meeting

Austin is a graduate of Grand Canyon University in Phoenix, Ariz., with a degree in finance and economics. When the Minnesota weather allows, you can find him outdoors golfing, hunting or fishing, or playing softball with his coworkers.

Austin also enjoys watching a movie or reading, and his current favorite books are Think and Grow Rich by Napoleon Hill, Start With Why by Simon Sinek, and The Power of Moments by Chip Heath and Dan Heath, but he is always looking for recommendations!

Qualifications

  • Life and health licensed
  • FINRA Series 7 registered
  • FINRA Series 66 registered

Services

Products may be the solution, but they are rarely the goal. Austin looks at your personal financial situation and helps you distinguish which products matter and which are unnecessary. Then, he provides resources and education so together you can select the product options and carriers that make sense for you.

Comprehensive financial planning

Financial planning can set you up for financial success in the short- and long-term.

With coaching from Austin and his team, you will better understand your current financial position, your future goals, and methods to reach those goals. With a detailed strategy in place, you will be empowered and positioned to reach your financial goals.

Separate from the financial plan and our role as a financial planner, we may recommend the purchase of specific investment or insurance products or accounts. These product recommendations are not part of the financial plan and you are under no obligation to follow them.

Debt management

By eliminating debt payments, your income is freed up to move toward more important milestones and goals.

Austin and his team will provide educational resources on the impact of different types of debt on your long-term success and equip you with strategies for tackling your debts in the right order.

Investments

Most individuals recognize the value of investing long-term, but they feel lost when the time comes to develop a strategy and select options.

By incorporating investment strategies into your financial strategy with Austin, you will receive guidance on how to reduce volatility, while diversifying to protect against market risks.

Discover the value of compound interest

Retirement strategies

People work their entire lives to retire, and they often have an idea of what that retirement will look like. Austin and his team can evaluate your retirement funding strategy throughout your working life to make sure your work has not gone to waste and are using tax-advantaged strategies* for your golden years.

Wealth management

Managing your wealth is important at any income level, as it helps you to know the inflows and outflows of your money.

Austin and his team can help you design a spending strategy customized for your current lifestyle and future goals. With their guidance, you can find a sense of freedom in your day-to-day spending and focus on more important things.

Risk management

Risk management is a critical component of a sound financial strategy, serving as the foundation of your wealth-building journey. Life insurance, disability insurance, and other coverage options allow you to protect yourself from potential financial setbacks, and they give you a sense of security that your financial strategy can endure, regardless of unexpected events.

How much life insurance do I need?

Team

Working with a financial advisor, you receive a guide and collaborator through all life’s financial ups and downs, and when you work with Austin, you also get a whole team of experts behind you.

Austin works closely with North Star’s investment and insurance specialists to get a second, third, and fourth perspective on strategies available to you. Then, he can distill each opinion into a recommendation for your specific situation and provides as much material as is helpful for you to make an informed decision.

Thomas Kuykendall
Thomas Kuykendall

Associate Vice President, Twin Cities Advisor Development

Max Stowe, LUTCF®
Max Stowe, LUTCF®

Financial Planning Specialist

Chase Brakke, DIA, DIF, CEPA®
Chase Brakke, DIA, DIF, CEPA®

Vice President of Business Owner Solutions

Chris Abbott
Chris Abbott

Medicare Specialist

Chris Sitek, CLTC®, CASL®, CLU®, ChFC®, RHU®, REBC®
Chris Sitek, CLTC®, CASL®, CLU®, ChFC®, RHU®, REBC®

Vice President Life and Long-Term Care

Christina Church
Christina Church

Insurance Consultant

Jeff Landt, CFA, CFP®
Jeff Landt, CFA, CFP®

Vice President and Director of Investments

Max Miller
Max Miller

Disability Insurance Consultant

Contact

    Minneapolis

    2701 University Ave SE
    Minneapolis, MN, 55414

    Directions

    Austin is a registered representative and investment advisor representative of Securian Financial Services, Inc. 3610233/DOFU 5-2021