Thomas Brown, CFP®
Tom entered the financial services industry in 1980 immediately after graduating from St. John’s University in Collegeville, Minn., with a degree in Business Administration. He completed the coursework and passed the examination to become a CERTIFIED FINANCIAL PLANNER® professional, or CFP®, in 1983. He has spent his career helping his clients navigate the complexities of the financial planning process to help towards the achievement of their financial objectives. He specializes in retirement and investment strategies. In addition to designing and providing on-going servicing of comprehensive financial plans, Tom offers access to a wide range of investment and insurance products to ensure plans are properly implemented. Tom is an Investment Advisor Representative and a Registered Representative with Securian Financial Services, Inc. and CRI Securities, LLC. The cumulative value of client investment accounts and holdings on which Tom is named as either Investment Advisor Representative, Registered Representative of Record or Agent of Record currently exceeds $100,000,000 (12/31/18 valuations). Tom resides in River Falls, WI, with his wife Michele, who also works in his practice as his practice coordinator. They have five children and enjoy horseback riding, camping and hiking in their spare time.
Aside from the knowledge and experience, you will receive from Tom, North Star provides a team of experts within their specialties dedicated to helping your advisor choose well-suited products or services for you.
*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.