Kristin Strom recognized as an InvestmentNews NextGen Advisor of the Year finalist for outstanding achievement in financial services
NEW YORK – April 22, 2024 – Kristin Strom, AIF®, a financial advisor at Fortune Financial (an affiliate of North Star Resource Group), was today announced as a finalist for the NextGen Advisor of the Year award from InvestmentNews.
This award recognizes financial advisors who demonstrate excellence in their first three years as an advisor through knowledge of investment opportunities and unique client retention and relationship strategies.
“I am honored to have been nominated for this award and I feel fortunate I have so many people supporting me,” said Strom. “I have always had a passion for customer service and it was no accident I joined a practice that focuses on building long-term relationships with clients. As a second-generation advisor, it has been exciting getting to know existing clients, approach planning with a fresh perspective, and start working with the next generation.”
Kristin has been a financial advisor since 2023 and is a member of North Star affiliate Fortune Financial in Minnetonka, Minn. Here, she works under the mentorship of Jeff Jarnes, CFP®, CLU, ChFC, RHU, a senior partner and investment advisor representative at Fortune Financial, to provide holistic financial planning solutions to clients across the nation.
“We are incredibly proud that Kristin Strom and Fortune Financial are part of the North Star family,” stated Ed Deutschlander, CLU, CLF, CEO of North Star Resource Group. “Kristin’s talent and passion will serve her and her clients well for the many great years she has ahead of her.”
Despite her relatively short tenure, Strom has rapidly established herself as a respected figure among clients and peers alike. Named the 2023 Top New Advisor in the Securian Financial network, Kristin’s contributions to industry advancements, such as embracing ESG investing for next-gen clients, showcase her forward-thinking approach and commitment to innovation.
In addition to her professional achievements, Strom is an active member of WISE, a national organization for women advisors, and serves as the OSJ manager for the Fortune office. Her involvement in industry committees and dedication to advancing financial literacy further highlight her leadership within the field.
“We are thrilled to congratulate Kristin Strom on this well-deserved recognition,” said Jarnes. “Kristin’s commitment to excellence, coupled with her passion for serving clients, truly exemplifies the values we uphold at Fortune Financial. We are proud to have her as a valuable member of our team.”
Strom and the other award honorees will be recognized at the 2024 InvestmentNews Awards program on June 20, 2024, in New York.
To learn more about Strom, visit www.northstarfinancial.com/advisors/kristin-strom.
About InvestmentNews
InvestmentNews is a trusted resource for financial advisors, providing investment news and analysis for financial advisors. They include extensive coverage and expert commentary on important topics in the financial advisory industry and are committed to maintaining the highest standards of journalistic and editorial integrity. To learn more about InvestmentNews, visit www.investmentnews.com.
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.
NextGen Advisor of the Year – 2024 (finalist) issued by InvestmentNews. The call for nominations is open to all wealth management professionals and organizations – including financial advisors, advisory brokerages, BDMs, fund providers and service providers – from across USA. The InvestmentNews Awards team will conduct research and draw on knowledge and information gained through InvestmentNews to support and supplement nominations received. Once all nominations are considered and research is complete, excellence awardees will be selected in each category (except the Lifetime Achievement category). submissions from our excellence awardees are forwarded to the independent judging panel comprising industry leaders and senior representatives. The panel will assess and vote for their winners in each category according to the relevant category criteria. 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 financial professional 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.