Karsten Augustin, CRPC®

Financial Advisor

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Learn how we can help you meet your financial goals.

Helping to clear up confusion about saving and investing for your future.

Check the background of this investment professional on FINRA’s BrokerCheck.

Karsten Augustin, CRPC®

Financial Advisor

Handshake

Learn how we can help you meet your financial goals.

About Karsten

Karsten strives to educate, inspire, and guide clients on the path toward financial security.

When you work with Karsten, you receive a financial ally committed to understanding your unique financial goals. He listens to your individuals needs and situations to develop financial strategies and recommendations that fit your financial life. Karsten understands the need for financial literacy and works to ensure that you feel confident and informed with your financial situation.

Karsten graduated with a Bachelor of Business Administration in Finance from the University of Minnesota – Duluth. He grew up in Apple Valley, Minnesota, and currently resides there. When not at work, Karsten enjoys sports, riding his motorcycles, hunting, fishing, or spending time with his friends and family.

Schedule a consultation 

 

Qualifications:

  • SIE
  • FINRA Series 7, Series 63, and Series 65 registered
  • MN Life and Health Insurance registered
  • Chartered Retirement Planning Counselor™
  • Behavioral Financial Advisor

Services

Comprehensive Fee-Based Financial Planning

Comprehensive Fee-Based Financial Planning provides more clarity on your whole financial picture and can provide recommendations that consider the different paths you can take.

Investments

Karsten and his team work to create well diversified, personal, allocated portfolios for your specific needs and goals that help make your money work for you.

Retirement Strategies

Unsure what life will look like when you retire, and paychecks stop coming in? When working with Karsten, he and his team develop financial strategies so that you can view a clear picture on what retirement may look like.

Insurance

Karsten and his team offer counsel on the types of insurance options that are available to suit your personal needs for coverage.

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

Max Miller
Max Miller

Disability Insurance Consultant

Sean McTeague, CFP®
Sean McTeague, CFP®

Financial Planning Specialist

Steven Vacinek, CIMA
Steven Vacinek, CIMA

Director of Investments

Contact Karsten

    Location

    Minneapolis

    2701 University Ave SE
    Minneapolis, MN 55414

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    Madison

    2945 Triverton Pike Drive
    Suite 200
    Madison, WI 53711

    Get Directions

    Separate 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.

    Investments will fluctuate and when redeemed may be worth more or less than when originally invested.

    Investment advisor representative of Cetera Advisor Networks, LLC. Securities offered through Cetera Advisor Networks LLC, 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.