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
- 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
Title: Client Relations Assistant/Insurance Coordinator
Phone: 608.271.3669 ext. 240
Title: Client Services Specialist
Phone: 608.271.3669 ext. 225
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.
Vice President, Disability Insurance and Property and Casualty Operations
612.617.6008 | email@example.com
Vice President, Life Insurance and Long-Term Care
612.617.6109 | firstname.lastname@example.org
Vice President and Director of Investments
612.617.6116 | email@example.com
Vice President, Financial Planning Resource Center
612.617.6137 | firstname.lastname@example.org
Madison2945 Triverton Pike Drive
Madison, WI 53711