Bryce Lunde is a financial advisor with North Star Resource Group who works primarily with medical professionals, attorneys and small business owners as well as high net worth individuals across different professions and disciplines. Based in North Carolina and Virginia, Bryce specializes in working with clients who are family-oriented and driven. With an emphasis on open communication, Bryce listens first, then helps clients set goals and formulate and execute each step, helping them reach financial success.
“Be yourself; everyone else is already taken.” –Oscar Wilde
What is unique about Bryce’s practice? He and his team work with a persistence of purpose and efficiency, always putting the needs and concerns of the clients at the forefront of the practice. Bryce was inspired to become a financial advisor as he wanted to be able to do the most good for the maximum amount of people and families. As a financial advisor, Bryce is able to have a lasting impact on his clients that affects not only them immediately, but also the generations to come. His primary focus is to help meet the long-term goals of his clients.
Bryce’s areas of specialty include:
- Asset Protection Strategies*
- Estate Planning*, Wealth Preservation & Wealth Transfer
- Risk Management
- Tax Efficient Wealth Accumulation* & Distribution Strategies
- Debt Management
- Fee-Based Financial Planning
- Survivor Needs Analysis
- Education Funding Options
- Cash Flow Analysis/Budgeting
- Business Continuation/Exit Strategies
Activities in the Industry and Qualifications
Bryce conducts presentations for all types of medical professionals throughout the Southeast and the Midwest. Bryce is a Registered Representative and Investment Advisor Representative and his qualifications include FINRA Series 7 and 66 Registered and Life and Health Licensed/Variable Life and Annuity Licensed.
Originally from a small town in Northwestern Minnesota, Bryce moved to the Twin Cities and graduated from the University of St. Thomas in St. Paul, MN with a Bachelor of Arts in International Business. Bryce interned with North Star throughout college and upon returning from his final semester abroad in Argentina, he accepted a full-time position at the company. In his spare time, he enjoys basketball, swimming, hiking, traveling and being around people. He is also a volunteer with North Star’s Bikes for Kids and with Best Prep, a Twin Cities-based nonprofit centered on improving financial literacy among young people.
Bryce is a registered representative and investment advisor representative of CRI Securities, LLC and Securian Financial Services, Inc.
Bryce’s Support Team
Title: Financial Advisor
Title: Practice Coordinator
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.
Name: Chase Brakke
Title: National Disability Insurance Specialist
Name: Chris Sitek
Title: Vice President, Life Business Development
Name: Jeff Landt
Title: Vice President and Director of Investments
Name: Carrie Hancock
Title: Vice President, Financial Planning Resource Center
Richmond1051 East Cary Street
Richmond, VA 23219
Durham2525 Meridian Parkway
Durham, NC 27713