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Advisors Found:

Josh C. Evenson, CFP®, ChFC, CASL™

Financial Advisor

Areas of Focus



    Email Josh

    Phone: 608.271.9100

    Location:
    Madison, WI »
    North Star Professional Center
    2945 Triverton Pike Drive, Suite 200
    Madison, WI 53711

    Fax: 608.271.3564
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    Wesley Sharp

    Financial Advisor

    Areas of Focus

    • Debt Management and Student Loan Counseling
    • Fee Based Financial Planning
    • Medical Professionals
    • Risk Management and Insurance
    • Wealth Management and Investing


    Email Wesley

    Phone: 612.617.6067

    Locations:
    Minneapolis, MN »
    North Star Professional Center
    2701 University Avenue SE
    Minneapolis, MN 55414
    Lexington, KY »
    710 E Main Street
    Lexington, KY 40502
    Madison, WI »
    North Star Professional Center
    2945 Triverton Pike Dr, Suite 200
    Madison, WI 53711

    Mobile: 612.910.7922
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    Matthew S. Bellin, CRPC®, CDFA®

    Financial Advisor

    Areas of Focus



      Email Matthew

      Phone: 608.271.9100

      Location:
      Madison, WI »
      2945 Triverton Pike Drive
      Suite 200
      Madison, WI 53711

      Fax: 608.271.3564
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      Kayla A. Nikula

      Financial Advisor

      Areas of Focus

      • Asset Protection Strategies*
      • Attorneys
      • Business Owners
      • College Funding
      • Comprehensive Fee-Based Financial Planning
      • Education Funding


      Email Kayla

      Phone: 608.271.9100 ext. 206

      Location:
      Madison, WI »
      2945 Triverton Pike Drive
      Suite 200
      Madison, WI 53711

      Toll Free: 888.655.8091 ext. 206
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      Jon C. Ylinen

      Financial Advisor

      Areas of Focus

      • Asset Protection
      • Debt Management
      • Investments
      • Medical Professionals
      • Retirement
      • Risk Management
      • Tax Strategies


      Email Jon

      Phone: 608-271-9100 ext. 299

      Locations:
      Madison, WI »
      North Star Professional Center
      2945 Triverton Pike Drive, Suite 200
      Madison, WI 53711
      Minneapolis, MN »
      North Star Professional Center
      2701 University Avenue SE
      Minneapolis, MN 55414
      Chicago, IL »
      211 E. Ontario Street, Suite 500
      Chicago, IL 60611

      Fax: 608.271.3564
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      Todd D. Bramson, CFP®, CLU, ChFC

      Financial Advisor

      Areas of Focus

      • Education Funding
      • Estate Planning
      • Investments
      • Retirement
      • Tax Strategies
      • Wealth Management


      Email Todd

      Phone: 608.271.3669 ext.218

      Location:
      Madison, WI »
      North Star Professional Center
      2945 Triverton Pike Drive, Suite 200
      Madison, WI 53711

      Fax: 608.271.3564
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      Austin Streeper

      Financial Advisor

      Areas of Focus

      • Business Owners
      • Company Sponsored Retirement Plans
      • Engineers
      • Tax Strategies
      • Veterinarians
      • Wealth Management


      Email Austin

      Phone: 608.271.9100

      Location:
      Madison, WI »
      2945 Triverton Pike Dr
      Suite 200
      Madison, WI 53711

      Fax: 608.271.3564
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      Doug Weisenberger, CFP®, CLTC, ChFC®, CLU®

      Financial Advisor

      Areas of Focus

      • Estates
      • Investments
      • Retirement


      Email Doug

      Phone: 608.271.9100

      Location:
      Madison, WI »
      North Star Professional Center
      2945 Triverton Pike Drive, Suite 200
      Madison, WI 53711

      Mobile:
      Fax: 608.271.3564
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      Thomas A. Haunty, CFP®, RHU, REBC, ChFC, AIF®

      Financial Advisor

      Areas of Focus

      • Attorneys
      • Business Owners
      • Debt Management
      • Education Funding
      • Investments
      • Mutual Funds
      • Retirement
      • Tax Strategies
      • Wealth Management


      Email Thomas

      Phone: 608.271.9100 ext. 216

      Location:
      Madison, WI »
      2945 Triverton Pike Drive, Suite 200
      Madison, WI 53711

      Toll Free: 888.655.8091 ext. 216
      Fax: 608.271.3564
      View Full Bio

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      Charles Housner, CFP®, CFS

      Financial Advisor

      Areas of Focus

      • Asset Protection
      • Business Owners
      • Education Funding
      • Estates
      • Retirement


      Email Charles

      Phone: 608.271.9100

      Location:
      Madison, WI »
      North Star Professional Center
      2945 Triverton Pike Drive, Suite 200
      Madison, WI 53711

      Fax: 608.271.3564
      View Full Bio

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      Brian H. Hensen, CFP®

      Financial Advisor

      Areas of Focus

      • Asset Protection
      • Debt Management
      • Education Funding
      • Investments
      • Retirement
      • Tax Strategies


      Email Brian

      Phone: 608.271.9100

      Location:
      Madison, WI »
      2945 Triverton Pike Drive, Suite 200
      Madison, WI 53711

      Fax: 608.271.3564
      View Full Bio

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