Jon Ylinen
Senior Partner - Financial Advisor & Wealth Manager
Awards and recognition
Forbes Top Financial Security Professionals Best-In-State 2024 (Wisconsin)
Forbes Top Financial Security Professionals Best-In-State 2023 (Wisconsin)
Jon Ylinen
Senior Partner - Financial Advisor & Wealth Manager
Comprehensive financial planning. Customized wealth solutions.
Helping medical professionals and their families streamline financial planning and focus on what truly matters.
Financial goals are the foundation for creating a meaningful plan for the future—for yourself, your family, and the life you envision.
But as your financial picture becomes more complex, it’s natural to feel unsure about the best steps forward to achieve your vision.
Jon’s mission is to bring clarity and confidence to your financial journey. By helping you define your goals, explore your options, and create a customized financial strategy, he ensures that you stay on track through life’s changes.
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F E A T U R E D I N    |
About
Jon C. Ylinen is an independent financial advisor and wealth manager who leads a practice of financial planning specialists. He works primarily with medical professionals, supporting them from their final year of medical school through residency and fellowship, starting practice, and into retirement.
His passion for financial planning is rooted in the belief that financial services and asset management should reflect the client’s goals, and recommendations should be made through this lens.
His holistic approach focuses on establishing emergency reserves, managing debt, protecting assets strategically, mitigating risks, and building wealth through strategies that align with what matters most to the client.
In addition to working with clients, Jon is a co-author of Real Life Financial Planning for Physicians and financial columns such as “Financial Focus” for Review of Ophthalmology and “EM$ and Sense” for Emergency Medicine Magazine, along with several contributions to Medical Economics and Physician’s Money Digest.
Outside his financial planning practice, Jon and his wife, Alyssa, enjoy spending time with their three children, traveling, golfing, and training for triathlons.
Team
When you work with Jon and his team, you also gain access to the expertise of the North Star specialist team. Together, they bring their specialized industry knowledge to ensure your financial plan is optimized and tailored to your specific needs.
Advisor team
Wesley Sharp
Financial Advisor and Wealth Manager
Todd Bramson, CFP®, CLU, ChFC
Senior Partner
Support team
Specialists
Carrie Hancock, ChFC®, CLU®
Vice President, Financial Planning Resource Center
Chase Brakke, DIA, DIF, CEPA®
Vice President of Business Owner Solutions
Chris Sitek, CLTC®, CASL®, CLU®, ChFC®, RHU®, REBC®
Vice President Life and Long-Term Care
Jeff Landt, CFA, CFP®
Senior Vice President and Chief Investment Officer
Financial planning process
After the initial consultation to determine if you and Jon are a good match for your needs and goals, you’ll launch into the client onboarding process.
During the first year working together, you and Jon will have three to four meetings to lay the groundwork for your financial plan, and in subsequent years, you’ll meet annually or as needed on an on-call basis.
Clarify your financial picture
The discovery process is about establishing the foundation. The first step is simply a conversation to uncover your core values and goals.
Then, the team will provide a document checklist to start the process of organizing all your financial documents and accounts in one place.
Jon will compile everything into a simple snapshot of where you stand financially.
Align your goals and resources
From there, you and Jon will discuss how you wish to use your financial resources to support your current lifestyle while planning for your future.
This meeting is intended to give you freedom—whether it’s through permission to spend or by increasing your savings rate to improve your outlook for the future.
Create a personalized plan
Using your goals as a guide, Jon will prepare a written financial plan with his specific recommendations for you. This plan serves as a step-by-step guide for reaching your goals.
Together, you can fine-tune the plan until it’s perfect for you.
Stay on track with ongoing support
Your plan will evolve as your life does. Jon will work closely with you to make sure you remain on track while adjusting for said changes.
At a minimum, you and Jon will meet annually to discuss your progress toward achieving each step of the plan. However, he is also available on-call to discuss any questions or concerns you may have.
Financial services
Jump to: Fee-based financial planning | Investment management | Insurance recommendations
Fee-based financial planning
Your financial plan encompasses both a current financial snapshot and a long-term roadmap. It considers all aspects of your cash flow, tax strategy, insurance solutions, and investment strategies and aligns them with your overarching vision.
A solid, tailored plan, paired with education, provides clear direction for financial questions as they arise.
Investment management
As part of his planning process, Jon takes the time to understand your investing expectations, risk tolerance, and experience.
He focuses on your mindset and behavior to ensure you’re confident in your investment decisions. From there, he helps you design a personalized, tax-efficient portfolio that works in harmony with the rest of your financial plan.
Insurance recommendations
Life insurance
A well-designed life insurance policy can provide long-term security and wealth for your family. Jon helps you decide on the coverage that fits your needs and reassesses it as your financial situation evolves.
Disability insurance
Your income is essential to your financial goals. Disability insurance protects you in case of sudden income loss. Jon works with you to find the best options for your current and future needs.
Property and casualty
You need reliable coverage at a competitive price. Jon and his team will compare options from top carriers, ensuring you get the best protection for your family and property.
Long-term health care
As people live longer, the need for long-term care is growing. Whether it’s at-home care or a nursing facility, Jon can help you secure the coverage needed to protect your financial future without compromising your goals.
Office locations
Investment advisor representative of Cetera Advisor Networks, LLC. Securities offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC, CA Insurance Lic # 0644976), member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity. CA Insurance License #0H56807.
**Financial Planning is a fee-based service. Separate from the financial plan and an advisors’ role as financial planner, an advisor may recommend the purchase of specific investment or insurance products or accounts. These product recommendations are not part of the financial plan and clients are under no obligation to follow them.
Forbes America’s Top Financial Security Professionals, developed by SHOOK Research, is based on last year’s data. The algorithm is designed to fairly compare the business practices of a large group of financial service professionals (FSPs) based on quantitative and qualitative elements. Data is weighted to ensure priorities are given to dynamics such as best practices, business models, recent business activity, among others. Each variable is graded and represents a certain value for each measured component. The algorithm measures thousands of FSPs against one another. The listing is prepared by SHOOKTM Research and is based primarily on commissions and premiums generated from insurance products and other criteria relative to years of experience, credentials, client retention and servicing, business model, community involvement, financial professional and peer interviews, and compliance background. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the financial professional by any client. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award.