Jane LaLonde listed among Minnesota’s Top Women Wealth Advisors by Forbes/SHOOK
MINNEAPOLIS – February 8, 2024 – Jane LaLonde, CFP®, Senior Partner at North Star Resource Group, was announced today as a Forbes Best-In-State Women Wealth Advisor for a third consecutive year.
With nearly 2,000 advisors on the Forbes’ Top Women Wealth Advisors national list, LaLonde is in the top 20 women wealth advisors in the state of Minnesota, with $309 million in team assets.
“I feel grateful and honored to be recognized among this list of incredible advisors,” said LaLonde. “Mostly though, I am just grateful to have a career centered on getting to know and helping people become more calm, confident and empowered about their finances.”
Each advisor on the list is chosen based on an algorithm of qualitative and quantitative criteria, including in-person interviews, industry experience, compliance records, revenue produced, and assets under management.
“Since the beginning of her career, Jane has blazed a trail for financial planning, and is a true visionary for recognizing that holistic planning was the right path for the client to truly reach their goals,” said Ed Deutschlander, CEO of North Star Resource Group. “Today, she is one of our top-producing advisors at North Star, running her individual practice as well as leading and mentoring the next generation of planners.”
LaLonde is the co-author of Real-Life Financial Planning with Case Studies for Women, and in 2020, AARP Minnesota and Pollen recognized her as a 50 Over 50 honoree. Along with running her individual practice, she also leads a team of advisors, investment specialists and administrative staff to support her growing client base.
To learn more about LaLonde, please visit: www.northstarfinancial.com/advisors/jane-lalonde.
About North Star Resource Group
North Star Resource Group is a Minneapolis-based financial services firm that provides both individuals and businesses with the resources to help create, preserve, and protect their wealth. North Star has more than 192 full-time advisors and over 178 employees. In a network of 42 offices in over 20 states, they have contributed to the financial security and well-being of over 140,000 individuals and small businesses**. To learn more about North Star Resource Group, visit www.northstarfinancial.com.
**Data as of December 2023
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If you would like more information about this topic, please call Ian Rich at 612.617.6076, or email him at ian.rich@northstarfinancial.com.
The Forbes ranking of Top Women Wealth Advisors Best-in-State 2024, developed by SHOOK Research, is based on an algorithm of qualitative data, rating thousands of women wealth advisors with a minimum of seven years’ experience and weighing factors like revenue trends, assets under management, compliance records, industry experience, and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings. Research summary as of 44,028 nominations received, based on thresholds – 23,245 invited to complete online survey – 19,697 telephone interviews – 4,689 in-person interviews at Advisor’s location. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award.