Jack Grimm

Financial Advisor

Working to be a financial advocate for dental professionals, pharmacists, and more.

Jack Grimm

Financial Advisor

About Jack

You wouldn’t frame a bank statement and hang it in your living room…

So why are all your financial conversations about money coming in, money going
out, and money piling up with no connection to what actually matters in life?

An arbitrary number in your retirement account isn’t what makes you happy or
confident in your financial life. Financially successful people know their loved ones are protected, their values are supported, and their future is secure.

Jack didn’t become a financial advisor to talk about stocks or insurance premiums.
He did it because he saw how a solid financial strategy could alleviate stress and
change someone’s life entirely.

As your advisor, Jack’s role is to become your advocate and to learn every nuance of
your financial scenario so he can help you design a strategy for the life you envision.
He makes your finances his first order of business, so you can focus on other
priorities. As a member of North Star Resource Group, Jack works closely with a
team of other financial advisors and specialists who become experts in your financial
success with your values and goals at the center.

You’ll never find Jack too far from the water. He grew up surfing, fishing, and
spending time on the lake. He also enjoys experiencing the great outdoors from
above and is working toward his pilot license.

As a sports fanatic, Jack has loved getting involved as a volunteer for the Special
Olympics and he looks forward to joining charitable boards in the future.

Qualifications

  • Life and Health License
  • Series 7
  • Series 66

Resource team

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

Vice President and Director of Investments

Max Miller
Max Miller

Disability Insurance Consultant

Tanner Sandlin
Tanner Sandlin

Insurance Consultant

Location

Austin

2801 Via Fortuna
Suite 450
Austin, TX 78746

Get directions

Contact

Connect with Jack

    Jack is a registered representative and investment advisor representative of CRI Securities, LLC and Securian Financial Services, Inc. 3699769/DOFU 8-2021