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

Senior Partner

Check the background of this investment professional on FINRA’s BrokerCheck.

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 out of Minneapolis, MN, Craig has over 40 years of experience in the financial services profession, including 29 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 who are committed to accumulating the assets necessary to fund an independent, dignified retirement. Craig and his team serve clients in the Brainerd/Baxter and Twin Cities areas. They also use video conferencing to meet with and serve clients throughout the country.

Craig has been married to his wife, Andrea, for 42 years. Their two children, a son and a daughter, both live and work in Singapore. Outside of work, Craig and his wife spend several months each year overseas. While in the U.S., they enjoy volunteering at Christian camps in Minnesota, Alaska, and Oklahoma.

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

Resource team

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

Vice President of Business Owner Solutions

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®

Senior Vice President and Chief Investment Officer

Contact

    Minneapolis, MN

    2701 University Ave SE
    Minneapolis, MN 55414

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    **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 an investment advisor representative of Cetera Advisor Networks, LLC.