Stevan C. Kafitz, LUTCF
Senior Partner / Financial Advisor
Steve obtained his degree from the University of Minnesota where he studied history and business. He began his career by joining his family’s retail clothing business where he experienced first-hand the challenge of transitioning a family business and the value of a financial advisor. In 1992, he began his practice in the financial services industry with Winter & Associates, which merged in 2001 with North Star Resource Group, an independent, comprehensive financial services firm with over 100 years of combined experience in the financial services industry.
Since joining the firm in 1992, Steve has specialized in providing alternatives to help people efficiently pursue financial success. Steve’s goal is to help his clients make quality decisions about the allocation of their financial resources by defining and qualifying financial goals and objectives, along with providing access to a wide range of competitive financial products and services. Steve specializes in working with business owners, professionals and executives, advising them on business succession, retirement, estate*, and investment strategies.
Steve’s professional qualifications include the following:
- Life Underwriter Training Council Fellow (LUTCF)
- Registered Representative, CRI Securities, LLC and Securian Financial Services, Inc.
- Awarded “New Associate of the Year,” Winter & Associates, 1993
- Member, Million Dollar Round Table, The Premier Association of Financial Professionals®
- Member, National Association of Insurance and Financial Advisors (NAIFA)
- Investment Advisor Representative, CRI Securities, LLC and Securian Financial Services, Inc.
Steve resides in Mendota Heights, Minnesota with wife, Eve and two sons, Micah and Zachary. He enjoys playing golf and tennis along with gardening and spending time with family.
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 #0B76686.
5613955 /DOFU 4-2023
Million Dollar Round Table (MDRT) is an independent membership organization of life insurance and financial service professionals. Membership levels are based on commissions, premiums, or fees generated within a year from investment and insurance products. Members must apply annually and pay a fee. Members must be members in good standing of a Professional Association which has met the following criteria: in existence at least 2 years, have 100 or more members, must be a nonprofit organization, must have a code of ethics and an effective means of dealing with breaches of its code. Members must also adhere to the MDRT Code of Ethics. Working with this advisor is not a guarantee of future financial results. Investors should conduct their own evaluation.
Awards and club membership are based primarily on commissions, premiums, or fees generated from investment and insurance products and other criteria relative to leadership, achievement, and recruiting. Working with this individual or firm is not a guarantee of future financial results. Investors should conduct their own evaluation.