North Star advisors receive national recognition on AdvisorHub’s 100 Fast-Growing Advisors to Watch list
MINNEAPOLIS — June 20, 2024 — AdvisorHub today announced its 100 Fast-Growing Advisors to Watch, including five North Star Resource Group financial advisors who are committed to helping their clients meet their goals and plan for their future.
This annual list features the top 100 financial professionals across the nation who lead practices devoted to offering a high level of service, dedication and innovative financial solutions to their clients.
First on the list was Todd Bramson, CFP®, CLU, ChFC, who ranked #10 on the list. He began his career with North Star in 1987 and is a member of the North Star Medical Division. Bramson is also a published co-author of the Real Life Financial Planning book series and has been an editorial consultant with Medical Economics magazine since 2006.
“It truly is an honor to rank in the top 100 fast-growing financial advisors in the nation,” stated Bramson. “I think it speaks to the dedication my team and I have to serving our clients at the highest level possible.”
The second advisor who made the list, Joe Burgess, CFP®, AIF®, CAP®, CLU, ChFC, ranked #20 and previously ranked #83 in AdvisorHub’s 200 Fast-Growing Advisors to Watch list in 2023. He began his career with North Star in 1996, and co-founded North Star affiliate firm Moxie Wealth Management alongside Kristin Brandli Printon, AIF®, WMCP® in 2015.
“We have worked diligently to create a system at Moxie that maintains an exemplary level of service, while allowing advisors on our team to grow and the number of clients we serve to increase,” Burgess stated. “We are excited about the impact we intend to have in our community as our team moves forward.”
Third on the list was Brian Hensen, CFP®, ChFC®, who placed #45. He started with North Star’s Madison, Wis. office in 1992, and is a member of the North Star Medical Division. Being a member of this division, Hensen specializes in working with physicians and other medical professionals.
“Placing on this list of prestigious advisors is wonderful,” Hensen remarked. “I credit my team in the Madison office for making it possible to serve clients in the way we do, and I greatly appreciate their efforts.”
The fourth advisor to make the list, Tom Haunty, CFP®, RHU, REBC, ChFC, AIF®, placed #54. His career with North Star began in 1982, and he also serves clients out of North Star’s Madison, Wis. office. In addition to being an advisor, Haunty is also a co-author of Real Life Financial Planning for Young Lawyers and a frequent public speaker.
Finally, the fifth advisor to make the list was Marshall Gifford, CLU, ChFC, who ranked #75. He started with North Star in 1993 and founded Gifford Financial, The MD & DDS Specialists, a division of North Star Resource Group, in 2017. Gifford is also a co-author of Real Life Financial Planning for the Young Dental Professional and Real Life Financial Planning for the New Physician, is a member of the North Star Medical Division, and is a frequent speaker at medical and dental conferences nationwide.
“It is such an honor to be included on this list,’ Gifford commented. “I count myself lucky to have found a career, company, and team that helps me make a positive impact and change lives forever, every day. It is humbling to have clients place their trust in me and what we do, allowing them to protect their families and financial futures, so they can pursue their goals.”
The AdvisorHub 100 Fast-Growing Advisors to Watch rankings were determined based on each advisor’s score in three categories related to their financial practice: scale, growth and professionalism. Scale represents the size and profitability of the advisor’s business, with growth and professionalism representing business growth and the advisor’s regulatory record and community involvement, respectively.
To learn more about AdvisorHub’s 100 Fast-Growing Advisors to Watch list or to view the rankings, visit www.advisorhub.com/advisors-to-watch-fastest-growing-2024.
About AdvisorHub
AdvisorHub aims to be the financial advisors’ advocate and voice, by providing a definitive source for breaking news, relevant products and services, critical compensation data, and a safe forum to share best practices and growth strategies. To learn more about AdvisorHub, visit www.advisorhub.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.
Todd, Joe, Kristin, Brian, Tom and Marshall are Financial Advisors offering securities through Cetera Advisor Networks LLC, member FINRA/SIPC, a broker/dealer. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment advisor. Cetera is under separate ownership from any other named entity.
2024 Advisors to Watch issued by AdvisorHub. Requirements at least $150m in AUM, 7 years experience, 2 years at current firm and in good standing, clean regulatory record (2 or fewer complaints and no significant judgements). Methodology, advisors are ranked on a 100-pt scale in three categories. SCALE: relative size of assets, production and quality of service; GROWTH: relative year-over-year change in assets, clients and production; PROFESSIONALISM: regulatory record, community involvement, mentorship and team makeup. 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.