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

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Money management Q&A

Medical Economics, April 2010

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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. He believes, “If the trust is there, the miles don’t matter.” As a member of the North Star Medical Division, Todd specializes in working with physicians and other medical professionals.

Todd is the creator and author of the Real Life Financial Planning book series, including the recently published Real Life Financial Planning for Physicians. He has been an editorial consultant with Medical Economics magazine since 2006.

He is also a frequent speaker at many residency programs and organizations. View Todd’s speaking map here.

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.

What to expect from Todd

A teacher

If there is something that you really should do or should avoid, Todd will tell you. But in many cases, the decisions are not black and white. Todd excels at educating and talking his clients though the “decision tree” and explaining the ramifications of all the options. 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 is nothing if not acted upon. As your situation unfolds, the trust develops and it makes sense to make changes to your financial portfolio, Todd will guide you through the options and help you get your financial strategy underway and, with periodic reviews, make sure your strategy stays current with your financial needs.

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

Support team

Somer Halat
Somer Halat

Practice Coordinator

Greg Halat
Greg Halat

Financial Associate

North Star resource team

Ann Elliott, CPA
Ann Elliott, CPA

Vice President, Tax Planning*

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

Vice President of Disability Insurance and Property and Casualty

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®

Vice President and Director of Investments

Contact

Connect with Todd

    Office locations

    Madison, Wis.

    2945 Triverton Pike Drive
    Suite 200
    Madison, WI 53711

    Get directions

    Authored books

    Real-Life Financial Planning

    (6th Edition Coming Soon)

    Real-Life Financial Planning for Physicians

    (3rd Edition)

    Real-Life Financial Planning for the Young Dental Professional

    (5th Edition)

    Real-Life Financial Planning for New Physicians

    (4th Edition)


    Please contact Todd to request a copy of the books listed above.

    In addition, to the above available books, other previously published books from 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

    Todd is a registered representative and investment advisor representative of CRI Securities, LLC and Securian Financial Services, Inc.

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