Jon Ylinen
Senior Partner - Financial Advisor & Wealth Manager
Your comprehensive financial planning solution
Jon Ylinen
Senior Partner - Financial Advisor & Wealth Manager
Your comprehensive financial planning solution
About
Jon C. Ylinen is a senior partner at North Star Resource Group who has been highlighted by FORBES’ independent and unpaid research as #13 on the Top Best-in-State Financial Security Professionals in Wisconsin (2023).
He is an independent comprehensive financial consultant and wealth manager who has a national-reaching practice. He currently works with several hundred physicians starting as early as their final year of medical school, through residency, fellowship, in practice, and continuing through retirement.
His practice offers customized financial planning**. His passion for this goal-driven planning is rooted in the belief that financial services and asset management should revolve around a plan that targets the client’s goals, be independent in nature and be very well-rounded in its approach. This approach focuses on establishing emergency reserves, thoughtful debt management, strategic asset protection* and risk management, along with tactical wealth accumulation geared towards what matters most to the client.
In addition to his private client work, Jon’s academic work started with co-authoring the book ‘Real Life Financial Planning for Physicians’ and moved on to pioneering financial columns such as the ‘Financial Focus’ column for Review of Ophthalmology and ‘EM$ and Sense’ for Emergency Medicine Magazine in addition to his contributions to numerous articles with Medical Economics. He currently concentrates this side of his work to his ongoing column at Physician’s Money Digest.
Outside of his financial planning practice, Jon and his wife Alyssa enjoy spending time with their children, traveling, and training for triathlons.
Please direct requests for a copy of his book, retaining him for an educational seminar, or an initial meeting to jon@northstarfinancial.com.
Services
- Physician-specific financial planning strategies
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Asset protection
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Comprehensive financial planning
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Debt management
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Education funding strategies
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Estate planning*
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Income protection strategies
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Investments
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Liability protection strategies
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Life insurance
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Retirement strategies
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Risk management
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Tax-efficient investment strategies*
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Wealth management
Team
North Star resource team
Carrie Hancock
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®
Vice President and Director of Investments
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.
Jon made the Forbes Top Financial Security Professionals list on 07/26/2023 and was evaluated based on 2022 data. The listing is prepared by SHOOK™ 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. Financial professionals do not pay a fee or compensation to be considered for the listing.
**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.
