Chuck Housner, CFP®, CFS

Senior Partner

Please reach out if we can be of help!

Helping businesses and individuals achieve their financial goals and create their desired legacy.

Chuck Housner, CFP®, CFS

Senior Partner

Please reach out if we can be of help!

About

Chuck is a CERTIFIED FINANCIAL PLANNER practitioner, or CFP®, and Certified Fund Specialist (CFS). His practice focuses on two areas:

  1. Working with business owners and businesses to help maximize the impact of dollars spent on employee benefits, to help protect business and personal assets and to assist business owners in efficiently pursuing the financial goals they have personally and professionally set for themselves.
  2. Creating financial strategies for professionals that focus on budgeting, creating an investment portfolio, college funding, retirement programs, estate planning*

In general, Chuck works with clients to determine where they are today (Point A) and what they want to achieve (Point B) and then helps them to build a bridge between the two points.

Mission statement

“I am committed to building long-term relationships with clients and providing sound financial strategies, asset management, and educational resources that help investors build, maintain, preserve and distribute their wealth.”

—Charles J. Housner

Qualifications

  • Branch Manager and Regional Vice President of the Madison, WI, office
  • CERTIFIED FINANCIAL PLANNER practitioner, or CFP®, College of Financial Planning, Denver, CO
  • Certified Fund Specialist (CFS), Institute of Certified Fund Specialists
  • B.S. Degree, Business Marketing, University of Wisconsin, Platteville, WI
  • FINRA Series 7 and Series 63
  • FINRA Series 24 and Series 51
  • Member, National Association of Insurance and Financial Advisors (NAIFA)
  • Member, Million Dollar Round Table, The Premier Association of Financial Professionals®
  • Regular Presenter at UW- Madison

Personal/Community

  • Member of Board of Directors 2012-2019, Officer and Gala Chairperson (three years) for Dane County Big Brothers Big Sisters
  • Member, Stoughton Rotary 1999-2019, Served as Board Member, President, Vice President, Sergeant at Arms, Secretary
  • Chairperson of Syttende Mai fundraiser for three years
  • Six times Paul Harris fellow
  • Member, Lakeway/ Lake Travis Rotary 2019-present
  • Two times Winner Meritorious Service
  • Member Fitchburg Chamber of Commerce
  • Member Madison Chamber of Commerce
  • Member, 100 Men of Dane County 2018-present

Services

For businesses

  • Insurance: Buy/Sell Agreements, Key Person, Split Dollar, Business Continuation
  • Employee Group Benefits: Medical, Dental, Group Life, Long Term Disability, Short Term Disability, Group Long Term Care
  • Retirement Plans: 401(k), Profit Sharing Plans, Simplified Employee Pension (SEP), SIMPLE IRAs, Defined Benefit, Defined Contribution

For individuals

  • Insurance: Life Insurance, Disability Insurance, Long Term Care Insurance
  • Investment: Mutual Funds, Brokerage Accounts, Annuities, Stocks, Bonds, Roth IRAs, College Education Funding, IRAs (Including Rollovers)
  • Advisory: Fee-based Financial Planning (Estate Planning*, Tax Minimization Strategies*, Debt Management), Asset Management
  • Education: Seminars and Workshops
Kirby Conroy
Kirby Conroy

Client Relations Specialist

North Star resource team

Ann Elliott, CPA
Ann Elliott, CPA

Vice President, Tax Planning*

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

Vice President Life and Long-Term Care

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

Vice President and Director of Investments

Contact

Connect with Chuck

    Madison, Wis.

    2945 Triverton Pike Drive
    Suite 200
    Madison, WI 53711

    Get directions

    Chuck is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc. and CRI Securities, LLC. 3509568/DOFU 4-2021

    Million Dollar Round Table (MDRT) is an independent membership organization of life insurance and financial service professionals. Membership levels are based on commissions, premiums, or fees generated within a year from investment and insurance products. Members must apply annually and pay a fee. Members must be members in good standing of a Professional Association which has met the following criteria: in existence at least 2 years, have 100 or more members, must be a nonprofit organization, must have a code of ethics and an effective means of dealing with breaches of its code. Members must also adhere to the MDRT Code of Ethics. Working with this advisor is not a guarantee of future financial results. Investors should conduct their own evaluation.