Jon C. Ylinen is a full partner at North Star Resource Group. He is an independent comprehensive financial consultant and wealth manager who has a national reaching practice with clients currently in 41 states. He currently works with several hundred physicians starting as early as their final year of medical school, through residency, fellowship, in practice and continuing through retirement.
His practice offers customized financial planning**. In 2017, he produced the most independent client plans throughout Securian’s entire network of over 1100+ financial advisors and had been 2nd highest in plans produced in both 2015 and 2016. His passion for this goal driven planning is rooted in the belief that financial services and asset management should revolve around a plan that targets the client’s goals, be independent in nature and be very well-rounded in its approach. This approach focuses on establishing emergency reserves, thoughtful debt management, strategic asset protection* and risk management, along with tactical wealth accumulation geared towards what matters most to the client.
In addition to his private client work, Jon’s academic work started with co-authoring the book ‘Real Life Financial Planning for Physicians’ and moved on to pioneering financial columns such as the 'Financial Focus' column for Review of Ophthalmology and 'EM$ and Sense' for Emergency Medicine Magazine in addition to his contributions to numerous articles with Medical Economics. He currently concentrates this side of his work to his ongoing column at Physician’s Money Digest.
Outside of his financial planning practice, Jon and his wife Alyssa enjoy spending time with their children, traveling and training for triathlons.
Please direct requests for a copy of his book, retaining him for an educational seminar, or to request an initial meeting to Jon@northstarfinancial.com.
Jon is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc. and CRI Securities, LLC.
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**Financial Planning is a fee-based service. Separate from the financial plan and an advisors' role as financial planner, an advisor may recommend the purchase of specific investment or insurance products or accounts. These product recommendations are not part of the financial plan and clients are under no obligation to follow them.
Jon’s Support Team
Title: Practice Coordinator
Phone: 608.271.3669 ext. 243
Title: Investment Coordinator
Phone: 608.271.3669 ext. 273
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
MadisonNorth Star Professional Center
2945 Triverton Pike Drive, Suite 200
Madison, WI 53711
800 Boylston Street, 16th Floor
Boston, MA 02199
MinneapolisNorth Star Professional Center
2701 University Avenue SE
Minneapolis, MN 55414
Chicago211 E. Ontario Street, Suite 500
Chicago, IL 60611