Todd Bramson, CFP®, CLU®, ChFC®

Senior Partner

“When all is said and done, it is the quality and depth of relationships and experiences that are the essence of life…not the accumulation of material possessions.”

Published articles

How golf saved my life

Golf Digest, December 2011

Money management Q&A

Medical Economics, April 2010

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

Todd Bramson, CFP®, CLU®, ChFC®

Senior Partner

About

Todd has been a financial advisor with North Star Resource Group since 1987. While his office is in Madison, he maintains a national practice with clients in 45 states. As a member of the North Star Medical Division, he specializes in working with physicians and other medical professionals.

Todd is the author and creator of the Real Life Financial Planning book series, which now includes 16 different books on financial planning, with nine of those specifically for medical professionals. He has been a past editorial consultant with Medical Economics magazine and has contributed to many articles for that publication. He is also a frequent speaker at many residency programs and organizations.

Todd has a BBA in marketing and risk/insurance and has earned his CFP® (CERTIFIED FINANCIAL PLANNER practitioner), ChFC® (Chartered Financial Counselor), and CLU® (Chartered Life Underwriter) designations. He is a member of many financial services associations and is very active in the community, including Blackhawk Country Club and the Evans Scholars Alumni Foundation.

CONNECT WITH TODD

What to expect from Todd

A teacher

Todd excels at educating and talking his clients through the “decision tree” and explaining all the options they have available to them. This teaching and consultative approach involves his clients in the process as everyone works together to map out a financial strategy.

A coach

A financial strategy requires action to be effective. As such, Todd helps them execute each step of their financial strategy. With periodic reviews, he also helps them ensure their strategy stays current with their financial needs and goals.

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Support team

Somer Halat
Somer Halat

Practice Coordinator

Greg Halat
Greg Halat

Financial Associate

Advisor team

Todd is joined by fellow North Star financial advisors Wes Sharp, Helen Bost, CFP®, and Jon Ylinen in a multi-generational financial planning practice. Together, they offer tailored financial planning solutions to a wide variety of clients across the nation and are motivated by a commitment to quality client service.

Wesley Sharp
Wesley Sharp

Financial Advisor and Wealth Manager

Helen Bost, CFP®
Helen Bost, CFP®

Financial Advisor

Jon Ylinen
Jon Ylinen

Senior Partner - Financial Advisor & Wealth Manager

North Star resource team

Additionally, Todd and his team work with various North Star specialists to get a second, third, and fourth perspective on the strategies available to their clients. Then, they can provide recommendations for their specific situation and provide as much education as is helpful for them to make an informed decision.

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

Senior Vice President

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®

Senior Vice President and Chief Investment Officer

Services

  • Tax-minimizing strategies
  • Life/disability insurance review and selection
  • Investment consultation
  • Employee benefit analysis and coordination
  • Financial considerations with large purchases, home purchase analysis
  • College education funding and retirement analysis
  • Student loan management, deferment, and consolidation
  • Retirement strategies, including rollovers
  • Analyzing employee benefit packages
  • Estate planning and charitable gifting strategies
  • Budgeting basics and cash flow management
  • Net worth determination and analysis

GET STARTED

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Contact

    Office locations

    Madison, Wis.

    2945 Triverton Pike Drive
    Suite 200
    Madison, WI 53711

    Get directions

    Authored books

    Real-Life Financial Planning (7th Edition)

     

    Real-Life Financial Planning for the Young Dental Professional (7th Edition)

    Real-Life Financial Planning for the New Physician (7th Edition)

     

    REQUEST COPIES OF TODD’S BOOKS

    The complete list of previously published books in this series include:

    • Real-Life Financial Planning for the High-Income Specialist
    • Real-Life Financial Planning for Young Lawyers
    • Real-Life Financial Planning with Case Studies (2nd Edition)
    • Real-Life Financial Planning with Case Studies featuring Langdon Ford Financial
    • Real-Life Financial Planning with Case Studies featuring Diamond State Financial Group
    • Real-Life Financial Planning with Case Studies for Women
    • Real-Life Money Management for Pharmacists
    • Real-Life Financial Planning for Medical Professionals (2nd Edition)
    • Real-Life Financial Planning for the Student-Athlete
    • Real-Life Financial Planning with Case Studies for Veterinarians
    • Real-Life Financial Planning with Physician Case Studies

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    Registered representative of Cetera Wealth Services, LLC. Securities offered through Cetera Wealth Services, 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.