Brad North, CFP®
Live a joyful life with money
AdviceLink® is a custom financial planning process designed to empower, create, and prepare your future.
AdviceLink® was imagined for busy people desiring personalized financial planning advice from the support of a trusted CERTIFIED FINANCIAL PLANNER™ professional.
AdviceLink® is the process we use to simplify, organize, and manage a financial plan on an ongoing basis. Our process saves time and headache while keeping you connected with invaluable expertise anytime you need answers. AdviceLink® helps you maintain a clear path forward, so you know where you stand relative to life’s most important milestones.
Brad began his career at North Star in 1998 and has dedicated his career to assisting individuals, families, and businesses with financial planning advice and private wealth management. In 2006, Brad became a CERTIFIED FINANCIAL PLANNER™ practitioner and supports several hundred households in 25 states. Brad and his wife Anne reside in Woodbury, MN, where they have raised their children and been involved in the local community. Brad enjoys music, a ball game, and spending time in the BWCA and Northwoods of Wisconsin.
Client service team
We’re here to help.
Organization | Accountability | Proactivity | Partnership | Education | Objectivity
How it works
Step 1: Start the conversation.
First, we talk. We get to know you, your goals, and your dreams. We help you prioritize the resources you have so you get organized and take control.
Step 2: Build your personal financial plan.
Next, we build a custom financial plan centered on your life goals. Your plan is based on your actual resources and focuses on what you are trying to achieve. A clear picture emerges so you can see where you want to be, but also how to get there.
Step 3: Take action.
Nothing happens until you a plan is set into motion and periodically reviewed. Perhaps our most invaluable service is effective execution. We help people stay accountable to their plans.
How much do you charge?
Financial planning is a standalone fee-for-service. We do not have asset management minimums, nor do we use gimmicks and high-pressure sales tactics. Personalized investment management, insurance, and securities implementation are provided as optional and separate services for an additional cost.
Brad is a registered representative and investment advisor representative of CRI Securities, LLC and Securian Financial Services, Inc.
Separate from the financial plan and an advisors’ role as financial planner, an advisor may recommend the purchase of specific investment or insurance products or accounts. These product recommendations are not part of the financial plan and clients are under no obligation to follow them.