Craig G. Walters, CLU, ChFC, FLMI, CLTC

Senior Partner

Craig G. Walters, CLU, ChFC, FLMI, CLTC

Senior Partner

About

Craig Walters is committed to the direction, leadership, and support required to help his clients achieve their retirement and legacy goals. As a financial advisor based in Brainerd, MN, Craig has over 35 years of experience in the financial services profession, including 25 years with North Star Resource Group. Valuing mutual integrity and trust in his client relationships, Craig’s ultimate goal is to help others become, or continue to be, generous givers to their families and the charities or causes they are passionate about.

Craig’s team works together to serve individuals and couples that are committed to accumulating the assets necessary to fund an independent, dignified retirement. Craig and his team serve clients in the Brainerd and Twin Cities areas. They also use video conferencing to meet with and serve clients throughout the country.

A graduate of the University of Minnesota with a B.S. in Business, Craig resides in Brainerd with his wife of 38 years, Andrea. Their two children, a son and a daughter, both live and work in Singapore. Outside of work, Craig is involved with Men In Action, the Fellowship Of Christian Anglers Society (FOCAS), and the WNBL Bass League. An avid outdoorsman, he enjoys fishing, hunting, and maintaining food plots for deer and wild turkeys.

Services

Holistic Retirement Planning**

Holistic retirement planning is a comprehensive process that involves defining goals and appropriate strategies for:

  • Accumulation, which sets a specific dollar target, to be reached on a specific date, that will fund an independent retirement
  • Distribution at a rate, escalated annually to offset inflation, below the earnings of the remaining capital
  • Legacy, which is the inevitable result of withdrawing less than the capital is earning over the investor’s retired life

The goal of holistic retirement planning is to result in a retiree’s invested net worth being at its zenith close to the time of death. This becomes Craig and his team’s conception of wealth: that, like a river, it widens and deepens as it flows down through the generations. It is their privilege to steward their clients through this process and to keep them on track through decades of fears and fads.

Additional services

  • Investments
  • Retirement strategies
  • Wealth accumulation
  • Wealth management
  • Legacy planning

Team

Shelly Lindsey
Shelly Lindsey

Administrative Assistant

Resource team

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

Vice President of Disability Insurance and Property and Casualty

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

Vice President Life and Long-Term Care

Heather Scharnberg
Heather Scharnberg

Director of Employee Benefits

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

Vice President and Director of Investments

Max Stowe, LUTCF®
Max Stowe, LUTCF®

Financial Planning Specialist

Contact

    Brainerd, Minn.

    15259 Beaver Dam Road
    Brainerd, MN 56401

    Directions

    **Financial Planning is provided on a fee basis. Separate from the financial plan and our role as 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.

    Craig is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc. and CRI Securities, LLC. 3509612/DOFU 3-2021