Daren Halvorson

Financial Advisor

Let’s start a conversation.

Begin a long-term relationship that goes beyond everyday financial concerns and helps you build a legacy for what matters.

Helping couples and families find confidence and comfort in their financial lives.

Daren Halvorson

Financial Advisor

Let’s start a conversation.

Begin a long-term relationship that goes beyond everyday financial concerns and helps you build a legacy for what matters.

About

Do you have a vision of a life with influence beyond your generation?

Daren became an advisor to help families build legacies around the values and causes important to them.

Beyond any one investment or policy, Daren helps you organize your complete financial life to make sure your hard work is going to the purposes closest to your heart.

With this big picture thinking around finances, trust is essential. Without it, the financial process is likely to fall short of your goals.

Daren builds this trust through transparency on both sides: You share your passion for doing more with your income and getting more out of life; Daren is open about the steps needed to achieve your vision.

He will provide pros and cons for each recommendation on your path toward a financial legacy and work with you to discern the appropriate choices moving forward.

When you work with Daren, you start an ongoing conversation and receive access to an ally for your financial life moving forward.

Ready to get started?

Schedule a meeting

Before entering the financial industry, Daren graduated from the University of Northwestern – St. Paul with a Bachelor of Science in Applied Mathematics and a minor in business administration. While in school his focus was finding patterns within life’s everchanging environment and converting that into predictable equations, which he applies daily as a financial translator in his clients’ lives.

Outside of work, he enjoys spending time with his wife, playing board games, coaching his church’s softball team, playing pickup basketball games, and mountain biking.

Qualifications

  • Life and Health License
  • Series 7
  • Series 66

Services

Every service Daren provides is through his values to goals framework.

With every client, Daren focuses on what they value, connects those values to their goals, then works with the client in on the prioritization of those goals based on what they value most.

Risk management

Much of what happens in life is unexpected. However, appropriate insurance solutions can prepare you for these unexpected moments, helping to alleviate financial stress when other areas of life need to take priority.

Risk management is the conversation of what may happen and what can be done to prepare for those events.

Investments

You can grow your net worth and beat inflation through investment solutions that help you generate dollars on your well-earned income. Daren will work with you to discover how your money can work for you to accomplish goals is important in your life-long vision.

Debt management

Daren has found that a well-thought-out strategy is the best antidote to overwhelm so many face in their debt payoff journey.

With a focus on building your net worth in the long term, Daren can help you create a strategy for eliminating debt payments and freeing your income to move toward more important milestones and goals for you and your family.

Additional services provided with Daren and North Star Resource Group

  • Comprehensive financial planning
  • Investments
  • Retirement strategies
  • Tax-efficient investment strategies*

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

    Minneapolis

    2701 University Ave SE
    Minneapolis, MN 55414

    Directions

    Daren is a registered representative and investment advisor representative of CRI Securities, LLC and Securian Financial Services, Inc. 3606242/DOFU 5-2021