Doug Weisenberger, CFP®, CLTC, ChFC®, CLU®

Senior Partner

We do not want to outlive our money in retirement, do not want to be a burden on anyone, and do not want to be forgotten. We are here to help you make that happen!

 

Doug Weisenberger, CFP®, CLTC, ChFC®, CLU®

Senior Partner

About

Doug Weisenberger is a Senior Partner with North Star Resource Group in Madison, Wisconsin. Doug has helped families define and prioritize their goals for the future and then align their finances in support of them since 1981.

“Financial topics are frequently interrelated and can sometimes seem confusing. A good financial advisor understands your goals, explains the options and listens to what matters to you”

Doug uses an interactive approach to help his clients track progress, make changes, manage risk, and model scenarios. The result is a framework to help empower clients to make informed decisions about their financial lives.

Doug’s goal is to work with his clients to build and manage their finances, to help them become confident, prepared and focused on the future.

Doug holds an MBA in Finance from the University of Wisconsin – Eau Claire and is a CERTIFIED FINANCIAL PLANNER practitioner, CFP®. He jointly manages his practice with fellow CFP® practitioner, Josh Evenson. Together they have the wisdom of over 50 years of experience.

Doug was married in 1982. He and his wife Kim have two children. In his free time, he is an avid golfer, outdoorsman, and Badger basketball season ticket holder.

Services

Retirement today represents less of a destination than a new beginning. Achieving success and comfort in this next chapter requires focus. Doug enjoys working with his clients to build and manage a long, sustainable retirement that allows them the financial security to pursue their passions.

Doug specializes in:

  • Comprehensive financial planning
  • Income protection strategies
  • Investment management
  • Tax-efficient investment strategies*
  • Wealth accumulation and management
  • Risk management
  • Managing income in retirement
  • Education funding solutions
  • Legacy preparation and risk management for families
  • Selecting and implementing retirement plans for small businesses

 

Team

Josh Evenson, CFP®, ChFC, CASL™
Josh Evenson, CFP®, ChFC, CASL™

Partner

Matt Bellin, CRPC®, CDFA®
Matt Bellin, CRPC®, CDFA®

Financial Advisor

Mandy Endicott
Mandy Endicott

Practice Coordinator

Robbie Hipschman
Robbie Hipschman

Investment Coordinator

Contact

Connect with Doug

    Location

    Madison, Wis.

    2945 Triverton Pike Drive
    Suite 200
    Madison, WI 53711

    Get directions

    Doug is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc. and CRI Securities, LLC. 2669331 / DOFU 8-2019

    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.