Erik Andrews, CFP®

Associate Partner, Senior Financial Consultant

Erik Andrews, CFP®

Associate Partner, Senior Financial Consultant

About

Erik is a CERTIFIED FINANCIAL PLANNER practitioner who graduated from Indiana University in 2002 and joined North Star Resource Group in 2003 as a financial consultant. Growing up as the son of a physician, Erik understands firsthand the unique and complex financial challenges within this chosen career and has a specialized practice working with physicians and dentists in addition to successful professionals and families. He is a member of North Star’s Medical Division, which is comprised of a group of advisors who work extensively with medical and dental professionals across the country sharing best practices. He has clients in over 20 states and believes that “if the trust is there, the miles don’t matter.”

Erik believes in taking a holistic approach to helping clients actively pursue their financial objectives, beginning with understanding each individual’s unique set of values, goals, philosophies and concerns. He provides fee-based financial planning and can also implement the strategies outlined in the plan through the sale of specific product.1

Erik is a frequent presenter to residents, fellows, practicing physicians and dentists at various teaching hospitals and medical practices throughout the country. He works extensively at Indiana University School of Medicine and School of Dentistry, St. Vincent Women’s Hospital, Methodist Hospital and St. Francis Hospital in Indiana and University of Louisville School of Medicine and University of Kentucky College of Medicine in Kentucky.

As a resident, Erik focuses his discussions in the areas of debt management, cash accumulation, moonlighting income, investments, and insurance strategies. Once in practice, the main points of discussion are focused in the areas of wealth accumulation, asset protection strategies*, insurance, tax minimization strategies* along with exit strategies*.

Erik is a member of the MDRT’s “Court of the Table.”

Erik resides in Brooklyn Park, Minnesota, with his daughters, Addison and Ashlyn, and son, Aiden. Erik enjoys spending quality time with his family and friends, grilling out and is an avid Colts fan.

Qualifications

  • B.A., Indiana University
  • CERTIFIED FINANCIAL PLANNER professional
  • Series 7 Registered
  • Member, North Star Resource Group Medical Division
  • Certification in Long-Term Care CLTC — Corporation for Long-Term Care Certification, Inc.
  • Registered Representative, CRI Securities, LLC and Securian Financial Services, Inc., Members FINRA/SIPC
  • Investment Advisor Representative, CRI Securities, LLC and Securian Financial Services, Inc., Registered Investment Advisors
  • Agent, North Star Consultants, Inc.
  • Licensed Life and Health Insurance Agent
  • Member, National Association of Insurance and Financial Advisors NAIFA

Services

Investment Strategies

  • Money Market Funds
  • Brokerage Accounts (Stocks, Bonds, Mutual Funds, ETFs)
  • Retirement Strategies (401k, Traditional and Roth IRAs, Rollovers)
  • Education Funding Strategies (529 Plans, Education IRAs, etc.)
  • Asset Allocation and Investment Advisory Services

Insurance

  • Life Term, Variable, and Whole Life
  • Disability Private vs. Employer Plans
  • Health Small Business or Individual
  • Long Term Care Group or Individual

Team

Jill Shirley
Jill Shirley

Administrative Assistant

North Star 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®

Vice President and Director of Investments

Carrie Hancock
Carrie Hancock

Vice President, Financial Planning Resource Center

Contact

Connect with Erik

    Office location

    Minneapolis

    2701 University Avenue SE
    Minneapolis, MN 55414

    Directions

    1Separate 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.

    Erik is a registered representative and investment advisor representative of Securian Financial Services, Inc.

    2598071 / DOFU 6-2019

    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.