Carter Amundson
Asesor Financiero

Ayudar a los clientes a alcanzar la independencia financiera y mitigar el riesgo
carter.amundson@northstarfinancial.com
414.260.5545
Read Carter’s bio in English
Check the background of this investment professional on FINRA’s BrokerCheck.
Información sobre Carter
Nacido en Bogotá, Colombia, Carter es un latino orgulloso que prioriza la asistencia para personas de color que buscan independencia financiera. Trabaja para enseñarles a los clientes cómo alcanzar sus metas financieras y, al mismo tiempo, les recuerda los potenciales que podrían haberles parecido imposibles. Además, Carter ayuda a propietarios de pequeñas empresas a identificar soluciones comerciales para ahorrar dinero y reducir posibles riesgos.
Como profesional financiero, Carter entiende que la vida está llena de giros inesperados y anima a sus clientes para que sean optimistas con relación a su futuro. Carter se empeña en ser un recurso para su comunidad, entablando relaciones basadas en la confianza y abogando continuamente por sus clientes para ayudarlos a alcanzar sus sueños y sus metas financieras.
Formación
- Licenciado en seguros de vida y de salud
- SIE
- Certificación de Serie 7
- Certificación de Serie 63
- Certificación de Serie 65
Información personal
Carter se crio en Prior Lake, Minnesota. Asistió a Arizona State University, donde estudió Emprendimiento Empresarial, y continuó sus estudios y obtuvo un título de Comunicaciones en University of Minnesota. Carter es muy extrovertido y disfruta pasar tiempo con amigos y mirar y jugar varios deportes, y está orgulloso de ser miembro de los equipos de sóftbol y basquetbol de North Star.
Servicios
Planificación financiera integral por tarifas
Trabajar con Carter para crear un plan financiero integral significa obtener un arsenal completo de herramientas, recursos y conocimiento que él y su equipo ofrecen para guiarte de la mejor forma en el cumplimiento de tus metas financieras. Carter reconoce que uno de los pasos más importantes en la relación entre cliente y profesional financiero es garantizar que se mantengan sus planes y metas financieras.
Gestión de la deuda
El trabajo de Carter es ayudarte a que alcances tus metas mediante soluciones realistas. Te dará consejos y orientación sobre las diversas opciones que tienes para reducir deudas de préstamos estudiantiles y tarjetas de crédito de una forma financieramente responsable.
Seguro por discapacidad
Carter reconoce la importancia de la protección de ingresos y ayuda a los clientes a incluir seguros por discapacidad en su estrategia financiera. Esto garantiza que, incluso en el caso de que ya no puedan trabajar, continúen con la vida a la que estaban acostumbrados.
Financiamiento educativo
Sin una estrategia, el financiamiento de instituciones educativas puede perjudicar las metas financieras de una persona. Al trabajar con los clientes, Carter ayuda a incorporar soluciones realistas al financiamiento de instituciones educativas para sus clientes, colaborando en la elección de la estrategia adecuada para las metas financieras específicas de cada cliente.
Inversiones
Carter ayuda a sus clientes a elegir dónde invertir su dinero para protegerse de la inflación y, al mismo tiempo, acumular riqueza.
Estrategias de jubilación
Carter considera que prepararte para la jubilación de forma anticipada en tu carrera profesional es algo que te permite enfocarte en otras áreas de tu vida financiera, y ayuda a aliviar el estrés en este aspecto. Colabora con los clientes para enseñarles a utilizar diferentes estrategias para comenzar de forma anticipada el camino de la jubilación en sus carreras profesionales.
Equipo de Recursos

Chase Brakke, DIA, DIF, CEPA®
Senior Vice President

Chase Brakke, DIA, DIF, CEPA®
Senior Vice PresidentAs Senior Vice President, Chase oversees the operations of Business Owner Solutions, Distribution Planning, and North Star’s insurance brokerage operations, which include Property and Casualty Insurance, Disability Insurance, Medicare/Individual Health, and Employee Benefits.
After graduating from the University of Wisconsin—Eau Claire with a degree in business administration and finance, Brakke joined North Star in 2008.
As a trained former financial advisor, Chase understands how to integrate complex strategies into overall financial goals. In his current role, much of his time is spent working directly with advisors and their clients and connecting them with North Star’s supporting team of specialists to serve clients holistically.
Chase is heavily involved in his community and has seen firsthand how financial literacy and preparedness can positively impact others. He serves as a board member for BestPrep, an organization that provides educational programs to students in grades 4-12 through professional mentorship opportunities. Each year, Chase volunteers over 100 hours with the organization as an eMentor, classroom speaker, and student essay judge.
For his volunteer work in furthering financial literacy, Chase was the recipient of the BestPrep Bunzel Volunteer of the Year award in 2018, was recognized as a Notable Leader in Finance honoree by Twin Cities Business in 2021, and was named an honorable mention for the Volunteer of the Year award from Invest In Others in 2024.
Chase lives in Stillwater, Minn., with his wife, Jenn, and two children. In his free time, he enjoys playing golf, basketball, volleyball, and tennis, along with spending time with family, especially at his lake cabin.
Registered administrative assistant of Cetera Wealth Services LLC, member FINRA/SIPC. Cetera is under separate ownership from any other named entity. 2701 UNIVERSITY AVENUE SE, MINNEAPOLIS, MN 55414 | 612.617.6000
2024 BestPrep Service Award. Issued to the top volunteers in the BestPrep volunteer programs for those that go above and beyond in their commitment to the students and teachers of Minnesota. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award.
2024 Volunteer of the Year Award Honorable Mention Issued by Invest in Others. Nominees must be currently working as registered representatives, registered investment advisors, or financial advisors with a professional designation. Nominees must be active financial advisors, defined by spending at least 75% of their time providing financial consultation with clients. Nominees must have worked in this capacity for at least three years. Volunteer involvement with the nonprofit organization must be current and ongoing for at least three years. Nominations are evaluated based on an advisor’s leadership, dedication, contribution, inspiration and impact on a nonprofit and the community it serves. Three finalists are selected in each of the six categories with one winner being chosen for each award. Award finalists and winners receive generous donations from Invest in Others to their designated charities. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award.
2021 Notable Leaders in Finance Award presented by Twin Cities Business Magazine is nomination based and recognizes best-in-class executives across a range of industries in Minnesota. Nominations are submitted by work peers and community members. To qualify for this list, individuals must be serving in a C-suite or senior-level finance role in Minnesota, have at least five years of experience in finance, and have shown the ability to create significant, positive, and measurable results in their field. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award.
Bunzel Volunteer of the Year 2018 issued by BestPrep. BestPrep picks the winner from all the volunteers of the named year. . Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the financial professional by any client. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award.
Awards are based primarily on commissions, premiums, or fees generated from investment and insurance products and other criteria relative to leadership & achievement. Working with this individual or firm is not a guarantee of future financial results. Investors should conduct their own evaluation.
The charitable entities and/or fundraising opportunities described herein are not endorsed by or affiliated with (BD name) or its affiliates. Our philanthropic interests are personal to us and are not reviewed, sponsored or approved by Cetera.

Michael Sejbl
Property and Casualty Consultant

Michael Sejbl
Property and Casualty ConsultantMichael joined the North Star property and casualty department in 2019. As a team, the North Star insurance specialists focus on finding gaps in coverage and providing clients with customized solutions based on their specific needs.
Working out of North Star’s headquarters in Minneapolis, Michael is licensed to work with clients throughout the U.S.
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Representante registrado de Cetera Wealth Services, LLC.