Since 1998, Brad has supported families with financial leadership, guidance, and expertise. Brad obtained his Bachelor of Business Administration from the University of Wisconsin - Eau Claire in 1998 and immediately began working with North Star Resource Group. In 2006, Brad satisfied education, examination, experience, and ethics requirements for the CFP® certification and is a designated CERTIFIED FINANCIAL PLANNER™ Professional. He is a perennial member of the Financial Planning Association and a Life Qualifying member of the Million Dollar Round Table. Brad is the founder of AdviceLink®, a process of organizing advice and wealth management in one location. Brad resides in Woodbury, MN with his wife, Anne, and three children. He is an active community leader and enjoys music and spending time with friends and family. - “We help people make financial decisions in their best interest”.
Alexis Lutterman – Administrative Assistant
Alexis joined North Star Resource Group in April of 2012. Her primary client service responsibilities include administrative support and business processing. Alexis was raised in Bloomington, Minnesota and in her spare time she enjoys cheering on the MN Vikings, bartending at local events, and spending time with friends and family. - “We provide outstanding service every day - one client relationship at a time”.
KC Aswegan – Client Service Coordinator & Para-Planner
KC joined North Star Resource Group in September, 2009. KC graduated from the University of St. Thomas - St. Paul, Minnesota and has worked in the financial services industry since 1999. With years of valuable financial industry experience, KC coordinates our AdviceLink® process. KC resides in Brooklyn Park, MN with her husband Collin and four children. –“Our process is goal-focused and planning-driven. The journey is why we work hard.”
Please visit www.bradknorth.com for detailed information
Separate from the financial plan and our role as financial planner, we may recommend the purchase of specific investment or insurance products or accounts. These product recommendations are not part of the financial plan and you are under no obligation to follow them.
Brad is a registered representative and investment advisor representative of Securian Financial Services, Inc., and CRI Securities, LLC. KC is also a registered representative of CRI Securities, LLC and Securian Financial Services, Inc. 2003037 / 01-2018
Brad’s Support Team
Title: Administrative Assistant
Title: Client Service Coordinator & Para-Planner
Aside from the knowledge and experience you will receive from your advisor, North Star provides a team of experts within their specialties dedicated to helping your advisor choose well-suited products or services for you.
Vice President, Disability Insurance and Property and Casualty Operations
612.617.6008 | email@example.com
Vice President, Life Insurance and Long-Term Care
612.617.6109 | firstname.lastname@example.org
Vice President and Director of Investments
612.617.6116 | email@example.com
Vice President, Financial Planning Resource Center
612.617.6137 | firstname.lastname@example.org
MinneapolisNorth Star Professional Center
2701 University Avenue SE
Minneapolis, MN 55414