Matt Bellin, CRPC®, CDFA®

Financial Advisor

Matt Bellin, CRPC®, CDFA®

Financial Advisor

About Matt

Matt Bellin is a Financial Advisor based in North Star’s Madison, Wis., office. To provide his clients with further guidance and expertise, Matt works with fellow Madison-based advisors Doug Weisenberger and Josh Evenson.

Matt takes a comprehensive approach when working with clients. No matter what stage they are in life he helps them identify their goals and create a strategy. He then meets with his clients regularly to review their progress, update their goals and fine-tune that strategy.

Qualifications:

  • FINRA Series 7 and 66 registered
  • Life, Accident and Health licensed
  • Chartered Retirement Planning Counselor (CRPC)
  • B.A. in Finance, University of Wisconsin – Oshkosh

Originally from Waupaca, Wis., Matt now resides in Stoughton, Wis., with his wife and two children. Some of his hobbies include spending time with family, being active, brewing beer, and cheering on the Wisconsin Badgers.

Services

  • Asset protection
  • Comprehensive financial planning
  • Education funding strategies
  • Investments
  • Life insurance
  • Mutual funds
  • Retirement strategies
  • Risk management
  • Tax-efficient investment strategies*
  • Wealth accumulation
  • Wealth management

Team

Doug Weisenberger, CFP®, CLTC, ChFC®, CLU®
Doug Weisenberger, CFP®, CLTC, ChFC®, CLU®

Senior Partner

Josh Evenson, CFP®, ChFC, CASL™
Josh Evenson, CFP®, ChFC, CASL™

Partner

Robbie Hipschman
Robbie Hipschman

Investment Coordinator

Contact

Connect with Matt

    Office location

    Madison, Wis.

    2945 Triverton Pike Drive
    Suite 200
    Madison, WI 53711

    Get directions

    Matt is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc. and CRI Securities, LLC. 1953028/ 11-2017