800.352.5837

Gary Schwartz
Gary H. Schwartz, CLU, ChFC®, CRPC
Executive Vice President

Phone: 612.617.6029
Location
Minneapolis, MN »
North Star Professional Center
2701 University Avenue SE
Minneapolis, MN 55414

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Gary serves as North Star Resource Group’s executive vice president, where he provides professional consulting services to senior financial professionals on developing their teams, succession planning, and leading million-dollar practices.

Gary joined North Star in 2013, bringing with him over 30 years of experience managing financial representatives’ growth at Minnesota Mutual, Securian Financial Services, and Ameriprise Financial Services. He worked for four years as senior vice president of advisor growth and development before being promoted to executive vice president in 2017.

He specializes in developing practice management analytics to improve the productivity and effectiveness of a financial practice. Gary’s strategies are outlined in his book, Practice on Purpose: Achieve the Financial Advice Practice You Desire and Your Clients Deserve (2014).

In 2005, Gary received the Outstanding Leader Award at Ameriprise for leading his territory to the top 20% in the entire firm each year, including three years as the number one top-producing territory.1

Beyond his work in individual firms, Gary is also an active contributor to the financial services industry on topics of coaching financial professionals and building practices. Within industry organizations, Gary is past chair of LIMRA’s Career Agency Building Committee and Securian’s ambassador and diplomat to GAMA International. He worked as an adjunct professor emeritus for the University of St. Thomas Graduate School of Business and is a regular presenter for GAMA International, speaking to financial professionals throughout the world.

Gary is a long-time Minnesota local, receiving his bachelor's degree from the University of Minnesota, where he was active as a Martin Luther King Economics tutor and was elected to the student governing board of the business school. He later received a Master’s in Industrial Psychology from the University of Minnesota.

Currently, Gary and his family live in Prior Lake, Minn., where he enjoys time on the lake, outdoor sports, and reading books on leadership and business. Gary also takes time travel, especially to visit family in Seattle.

1Awards and club membership are based primarily on commissions, premiums, or fees generated from investment and insurance products and other criteria relative to leadership, achievement, and recruiting. Working with this individual or firm is not a guarantee of future financial results. Investors should conduct their own evaluation.

Gary is a Registered Representative and Investment Advisor Representative of CRI Securities, LLC and Securian Financial Services, Inc. 3261128/DOFU 10-2020

Resource team

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.

Brakke_Chase_2015_circle.pngChase Brakke

Vice President, Disability Insurance and Property and Casualty Operations
612.617.6008 | chase.brakke@northstarfinancial.com

 

 

Sitek-Chris-2010.jpg

Chris Sitek

Vice President, Life Insurance and Long-Term Care
612.617.6109 | chris.sitek@northstarfinancial.com

 

 

Landt_Jeff_circle.pngJeff Landt

Vice President and Director of Investments
612.617.6116 | jeff.landt@northstarfinancial.com

 

 

Hancock_Carrie_2019-circle.pngCarrie Hancock

Vice President, Financial Planning Resource Center
612.617.6137 | carrie.hancock@northstarfinancial.com

 

Minneapolis

North Star Professional Center
2701 University Avenue SE
Minneapolis, MN 55414