800.352.5837

Matthew Bellin
Matthew S. Bellin, CRPC®, CDFA®
Financial Advisor

Phone: 608.271.9100
Location
Madison, WI »
2945 Triverton Pike Drive
Suite 200
Madison, WI 53711

Fax: 608.271.3564

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Matt Bellin is a Financial Advisor based in North Star’s Madison, WI office. To provide his clients with further guidance and expertise, Matt works with fellow Madison-based advisors Doug Weisenberger and Josh Evenson.

Matt takes a comprehensive approach when working with clients. No matter what stage they are in life he helps them identify their goals and create a strategy. He then meets with his clients regularly to review their progress, update their goals and fine-tune that strategy.

Matt’s areas of focus include:

  • Comprehensive Fee-Based Financial Planning
  • Investments
  • Retirement
  • Tax-Efficient Investment Strategies*
  • Wealth Management

Matt’s qualifications include:

  • FINRA Series 7 and 66 registered
  • Life, Accident and Health licensed
  • Chartered Retirement Planning Counselor (CRPC)
  • B.A. in Finance, University of Wisconsin – Oshkosh

Originally from Waupaca, WI, Matt now resides in Stoughton, WI with his wife and two children. Some of his hobbies include spending time with family, being active, brewing beer, and cheering on the Wisconsin Badgers.

Matt is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc. and CRI Securities, LLC. 1953028/ 11-2017

Matthew’s Support Team


Melissa KrausName: Melissa Kraus
Title: Client Relations Assistant/Insurance Coordinator
Phone: 608.271.3669 ext. 240

Mandy EndicottName: Mandy Endicott
Title: Client Services Specialist
Phone: 608.271.3669 ext. 225

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

 

Madison

2945 Triverton Pike Drive
Suite 200
Madison, WI 53711