ABOUT NORTH STAR

THE FIRM YOUR FAMILY CAN TRUST

North Star is an independent wealth management firm preserving your deeply held values in every aspect of financial management.

$12.6 B

ASSETS UNDER ADMINISTRATION

40 +

U.S. OFFICE LOCATIONS

2000 +

HIGH-NET-WORTH CLIENT RELATIONSHIPS

19

COORDINATED SPECIALISTS*

115

YEARS IN SERVICE

1

DEDICATED ADVISOR FOR YOUR FAMILY'S FUTURE

Numbers as of December 2023. A high-net-worth relationship is defined as clients with a liquid net worth of over $1 million of non-qualified money.

*DESIGNATIONS:
  • Chartered Advisor for Senior Living (CASL®)
  • Certified Exit Planning Advisor® (CEPA®)
  • Chartered Financial Analyst (CFA)
  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant® (ChFC®)
  • Certified Long-Term Care (CLTC®)
  • Chartered Life Underwriter® (CLU®)
  • Registered Employee Benefits Consultant® (REBC®)
  • Registered Health Underwriter® (RHU®)

 

Chris Sitek has the CASL®, ChFC®, CLTC®, CLU®, REBC®, and RHU® designations. Chase Brakke has the CEPA® designation. Jeff Landt and Tim Meyer have the CFA designation. Jeff Landt and Sean McTeague have the CFP® designation.

OUR STORY

Every major endeavor starts with an idea and a few dedicated people.

With roots tracing back to 1908, our story begins with a handful of financial professionals in downtown Minneapolis. Our sole focus was to help people reach financial security, plain and simple.

We quickly recognized that, for our clients to reach their full potential and leave a lasting legacy, they needed a service beyond traditional financial advice. Their wealth management required coordination, expertise, and true financial leadership.

We made the decision to build our resource departments from the ground up to ensure our clients received the care they deserved from professional teams they could trust.

Now, we elevate our clients’ goals beyond what they deemed possible.

This is our legacy.

As one of the oldest independent firms in the country, we have served our clients well from the beginning while evolving for the challenges they face today.

Finseca, 2024.

OUR VALUES

Find confidence and clarity in your wealth management team.

For most affluent families, shared core values and motivators are the cornerstone of a successful wealth transfer. Likewise, you should find the same reverence of values in the professionals you bring into your family finances.

At North Star, a few core values influence every aspect of how we serve and guide our clients:

RESPONSIBILITY

Our tagline Changing Lives, Forever® is a reminder of our responsibility when it comes to finances. Through everything we do, we strive to create healthier, wealthier, and happier lives, and are motivated to work with clients who share this emphasis on giving back through philanthropy and private foundations.

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GROWTH

Our specialists and teams expect high performance in themselves and in client experiences. We believe values-based investing should not have to sacrifice returns, and we deliver customized portfolios and investment blocks related to our clients’ goals.

FAITH

We have faith in each other, our independence, and our strategic relationships. We also have faith in you. We believe your voice should be prominent during financial discussions, and our role is to empower and educate you with objective recommendations for your wealth strategies.

GRATITUDE

We recognize that a life of wealth starts with gratitude, holding to the mantra: “If you want to get rich quick, count your blessings.” We are grateful to you for the sacrifices and intentional choices you made to reach your financial status, and we understand the honor we have in joining you to instill these values to the next generation.

INTEGRITY

We provide thoughtful solutions that put the best interest of our clients and their families first, with confidentiality and data security being top concerns. We lead with integrity and remain dedicated to your rights, privacy, and information protection.

SERVICE

We strive to provide an exceptional client experience through personal connection and access to our team of specialists. This commitment does not stop at the head of the household but replicates to provide each member of the family the resources needed to grow, maintain, and transfer wealth. Technology supports our delivery, serving to enhance the connection you have through your financial professional.

The BBB Torch Award for Ethic – winners are chosen by a local panel. The criteria for entry are BBB accreditation is not required, be in business a minimum of 3 years or more with the same ownership, physically located in Minnesota and North Dakota. For profit applicants must have a BBB rating in the “A” category. 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.

Energage’s Top Workplaces – is based on the employees’ feedback survey compared to Top Workplaces benchmark. Top Workplaces begins with the Workplace Survey. Part of the Energage Platform, the research-backed employee engagement survey measures employee engagement and what drives it. The Energage Workplace Survey measures four culture themes: 1. Align: Company values, direction, cooperation, meetings 2. Connect: Employee appreciation, meaningfulness, potential, well-informed 3. Coach: Managers care, employee development, employee growth 4. Perform: Execution, open-mindedness, innovation, clued-in leader. The research-backed employee engagement survey also measures: 1. Employee engagement: Motivation, loyalty, referral 2. Leadership: Confidence in the company leader 3. Fairly valued: Pay, benefits, training, expectations, work-life flexibility. 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.

The Largest Wealth Management Firms ranking was designated for local banks and financial services firms in the Twin Cities Metro Area, and ranks firms by total assets under administration during the previous fiscal year. For the purposes of this award, assets under administration includes brokerage, investment advisory services and the cash value of life insurance policies. Working with this firm is not a guarantee of future financial results. Investors should conduct their own evaluation.

Companies on the 2023 Inc. Top 5000 Fastest Growing Private Companies are ranked according to percentage revenue growth from 2019 to 2022. To qualify, companies must have been founded and generating revenue by March 31, 2019. They must be U.S.-based, privately held, for-profit, and independent–not subsidiaries or divisions of other companies–as of December 31, 2022. (Since then, some on the list may have gone public or been acquired.) The minimum revenue required for 2019 is $100,000; the minimum for 2022 is $2 million. As always, Inc. reserves the right to decline applicants for subjective reasons. Growth rates used to determine rankings were calculated to four decimal places. Applicants self-nominate and a nonrefundable application fee was required. 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.

2022 Fast 50 issues by Minneapolis/St. Paul Business Journal. The Business Journal ranks the 50 fastest-growing privately held companies in the Twin Cities by revenue growth from 2019 to 2021. 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.

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 four 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.

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