800.352.5837

Joseph Burgess
Joseph S. Burgess, CFP®, AIF®, CLU, ChFC®
Financial Advisor
Areas of Focus
  • Business Owners
  • Wealth Management
  • Asset Protection
  • Retirement
  • Estates


Phone: 612.617.6152
Location
Minneapolis, MN »
North Star Professional Center
2701 University Avenue SE
Minneapolis, MN 55414

Website: www.moxiewealthmanagement.com

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While they maintain their affiliation with North Star Resource Group, Wealth Advisors Joe Burgess and Kristin Printon are proud to introduce their new firm brand name: Moxie Wealth Management. New name. Same people. Visit their website to find out more!

www.moxiewealthmanagement.com


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Joe is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc. and CRI Securities, LLC. 1925926 / DOFU 10-2017

Joseph’s Support Team


Name: Kristin Brandli Printon
Title: Associate Advisor
Phone: 612.617.6024

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_2013_Web.jpgName: Chase Brakke
Title: National Disability Insurance Specialist
Phone: 612.617.6008 
 

  

 


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Name: Chris Sitek
Title: 
Vice President, Life Business Development
Phone: 612.617.6109
 

 

 


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Name: Jeff Landt
Title: Vice President and Director of Investments
Phone: 612.617.6116

 

 

 


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Name: Carrie Hancock
Title: Vice President, Financial Planning Resource Center
Phone: 612.617.6137

 

 

Minneapolis

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

“I’m sorry but the financial aid isn’t going to be enough to pay your tuition. We need to talk about other options for you this fall.” In 2011, that discussion was a real possibility for students at my high school alma mater, Bethlehem Academy. The school was struggling to meet the financial ai…
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The fourth of July offers a rare opportunity to join with family and friends to pay tribute to the humble beginnings of this great nation—mostly by blowing stuff up and sipping cheap beer. Despite the methods your celebration might take, the fact remains that this Constitutional Republic was made…
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The more successful you are the more taxes impact your financial life. Where possible, as advisors, we often suggest that clients invest in accounts that offer tax deferred growth. The benefit, of course, is that you do not have to pay current year taxes on the growth of those accounts in the absenc…
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Million Dollar Round Table (MDRT) is an independent membership organization of life insurance and financial service professionals. Membership levels are based on commissions, premiums, or fees generated within a year from investment and insurance products. Members must apply annually and pay a fee. Members must be members in good standing of a Professional Association which has met the following criteria: in existence at least 2 years, have 100 or more members, must be a nonprofit organization, must have a code of ethics and an effective means of dealing with breaches of its code. Members must also adhere to the MDRT Code of Ethics. Working with this advisor is not a guarantee of future financial results. Investors should conduct their own evaluation.

The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by Five Star Professional, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or Five Star Professional’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. Award does not evaluate quality of services provided to clients. Once awarded, wealth managers may purchase additional profile ad space or promotional products. The Five Star award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their client’s assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future. For more information on the Five Star award and the research/selection methodology, go to fivestarprofessional.com. 3,504 Twin Cities-area wealth managers were considered for the award; 671 (19 percent of candidates) were named 2019 Five Star Wealth Managers.