Jon Ylinen

Senior Partner - Financial Advisor & Wealth Manager

Your comprehensive financial planning solution

Helping clients achieve their goals and freedom through customized financial solutions.

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. 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
  • Asset protection
  • Comprehensive financial planning
  • Debt management
  • Education funding strategies
  • Estate planning*
  • Income protection strategies
  • Investments
  • Liability protection strategies
  • Life insurance
  • Retirement strategies
  • Risk management
  • Tax-efficient investment strategies*
  • Wealth management

Team

Amy Showers
Amy Showers

Practice Coordinator

Greg Halat
Greg Halat

Investment Coordinator

North Star resource team

Carrie Hancock
Carrie Hancock

Vice President, Financial Planning Resource Center

Chase Brakke, DIA, DIF, CEPA®
Chase Brakke, DIA, DIF, CEPA®

Vice President of Disability Insurance and Property and Casualty

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

Max Stowe, LUTCF®
Max Stowe, LUTCF®

Financial Planning Specialist

Contact

    Office locations

    Madison, Wis.

    2945 Triverton Pike Drive
    Suite 200
    Madison, WI 53711

    Directions

    Minneapolis

    2701 University Avenue SE
    Minneapolis, MN 55414

    Directions

    Chicago

    203 N. LaSalle Street
    Suite 2174
    Chicago, IL 60601

    Directions

    Jon is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc. and CRI Securities, LLC.
    3509436/DOFU 3-2021

    **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.