Awards and Recognition
2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010
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2020
Twin Cities Largest Wealth Management Firms
by Minneapolis / St. Paul Business Journal
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(top)
2019
Charitable Champions
by Invest in Others
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Torch Awards for Ethics
by Better Business Bureau of Minnesota and North Dakota
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Top Entry Level Employer
by CollegeGrad.com
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Top Intern Employer
by CollegeGrad.com
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40 Under 40
by InBusiness Madison
Austin Streeper
NextGen Financial Services Professional Award
by The American College
Stephanie Tsang
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Thrive Awards
by Wealth Management
Garrett Culwell
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Top Women in Finance
by Finance & Commerce
Kristin Brandli Printon
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BestPrep Service Award
by BestPrep
Kyle Larsen
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(top)
2018
Top Entry Level Employer
by CollegeGrad.com
North Star Resource Group
Read more about it here.
(top)
2017
Finalist for the 2018 Community Impact Awards: Best in Class, 101-300 employees category
by Minnesota Business magazine
North Star Resource Group
Read more about it here.
Finalist for the 2018 Community Impact Awards: Paragon of Leadership category
by Minnesota Business magazine
Ed Deutschlander
Read more about it here.
2017 Millennial Advisor Award
by The American College
Laura Vaughn
Read more about it here.
Top Entry Level Employer
by CollegeGrad.com
North Star Resource Group
Read more about it here.
2017 25 Rising Stars in Distribution
by LIMRA
Damon Lichtenberger
Read more about it here.
2017 WaveMaker Award
by TeamWomen MN
Kristin Brandli Printon
Read more about it here.
(top)
2016
2016 Millennial Advisor Award
by The American College
Clarisa Hernandez
Read more about it here.
Finalist for the 2016 BBB International Torch Awards for Ethics
by the Council of Better Business Bureaus, Inc.
North Star Resource Group - Category III (51 - 175 employees)
Finalist for the Corporate Philanthropy Award–Advisory Firms Category
by Invest in Others Charitable Foundation & InvestmentNews
North Star Resource Group
Read more about it here.
Read about it in InvestmentNews here!
2016 Top Workplaces
by The Star Tribune
North Star Resource Group
Read more about it here.
Top Entry Level Employer
by CollegeGrad.com
North Star Resource Group
Read more about it here.
2016 Top Women in Business
by Minneapolis-St. Paul Business Journal
Ann Wengronowitz
Read more about it here.
Winner of the Best in Class: Midsize Company Award at the 2016 Community Impact Awards
by Minnesota Business Magazine
North Star Resource Group
Read more about it here.
Five Star Wealth Manager
by Twin Cities Business
Steve Kafitz, Paul Archambeau, Marshall Gifford,Scott Gislason, Jane LaLonde, Joseph Burgess, Joseph Fox, Erik Siverson, Michael Rutter, Lawrence Tate, Keith Van Dell
(top)
2015
Finalist and Winner of the 2015 BBB Torch Awards for Ethics
by the Better Business Bureau of Minnesota & North Dakota
North Star Resource Group - Category III (51 - 175 employees)
Read more about it here.
Read about it from the BBB of Minnesota & North Dakota!
2015 Top Women in Finance
by Finance & Commerce
Kristin Brandli Printon
Read more about it here.
Top 5,000 Fastest Growing Private Companies in the Nation
by INC 5000
North Star Resource Group
Read more about it here.
Finalist for the Invest in Others Corporate Philanthropy Award
by Invest in Others Charitable Foundation & InvestmentNews
North Star Resource Group
Read more about it here.
Read about it in InvestmentNews here!
Finalist and Recipient for the 2015 Minnesota Business Ethics Awards
North Star Resource Group - Mid-size Company Category
Read more about it here.
100 Best Companies to Work For 2015
by Minnesota Business Magazine
North Star Resource Group
Read more about it here.
Five Star Wealth Manager
by Chicago Magazine
Greg Wikelius
Five Star Wealth Manager
by Twin Cities Business
Steve Kafitz, Paul Archambeau, Marshall Gifford, Scott Gislason, Andrew Rolnick, Jane LaLonde, Andy Tate, Joseph Burgess, Brad North, Joseph Fox, Erik Siverson, Michael Rutter, David Nordmeier, Lawrence Tate, Keith Van Dell, Nicole Winter Tietel
Five Star Wealth Manager
by Texas Monthly
Craig Molldrem
Five Star Wealth Manager
by Portland Monthly
Annie Book
Master Firm Award
by GAMA International
North Star Resource Group
(top)
2014
Top 5,000 Fastest Growing Private Companies in the Nation
by INC 5000
North Star Resource Group
Read more about it here.
North Star Recognized as Finalist for the 2014 Minnesota Business Ethics Awards.
Read more about it here.
Brian H. Early Frontline Excellence Award
by GAMA International
Craig Molldrem
Five Star Wealth Manager
by Texas Monthly
Craig Molldrem
Top Wealth Management Firms
by Minneapolis/St. Paul Business Journal
North Star Resource Group
(Ranked in the top ten)
Click here for more information
Five Star Wealth Manager
by Chicago Magazine
Greg Wikelius
FIVE STAR WEALTH MANAGER**
Steve Kafitz, Paul Archambeau, Marshall Gifford, Scott Gislason, Andrew Rolnick, Jane LaLonde, Andy Tate, Joseph Burgess
(top)
2013
50 Top Women in Finance
by Finance & Commerce
Diane Yohn
SmallLaw Pick of the Week
by Techno Lawyer
Thomas A. Haunty
Top 25 Asset Management Firms
by Twin Cities Business
North Star Resource Group
Master Firm Award
by GAMA International
North Star Resource Group
FIVE STAR WEALTH MANAGER
Andy Tate, David Nordmeier, Scott Gislason, Joe Fox, Marshall Gifford
Five Star Wealth Manager
by Chicago Magazine
Greg Wikelius
Frontline Leader Diamond Award
by GAMA International
Gaylen Harms
(top)
2012
Premier Advisor - Best in Quality Wealth Management Award
by NABCAP
North Star Resource Group, Fortune Financial
Volunteer Award
by Best Prep
Andy Tate
Top 25 Asset Management Firms
by Minneapolis St. Paul Business Journal
North Star Resource Group
Succeeding as an Advisor
by Life Health Pro
Laura Vaughn
(top)
2011
Top 40 Under 40
by New Mexico Business Weekly
Damon G. Lichtenberger
Faribault Sports Hall of Fame
Joseph S. Burgess
Women Industry Leaders
by Minneapolis St. Paul Business Journal
Diane Yohn
(top)
2010
National Wrestling Hall of Fame
by National High School Coaches Association
Phillip C. Richards
Million Dollar Round Table
85 North Star Advisors qualified this year
TOP 25 Asset Management Firm
by Minneapolis St. Paul Business Journal
North Star Resource Group
Third Largest Independent Financial Firm in the World among GAMA International Members
by GAMA International
North Star Resource Group
Community Leadership Award
by Investment News
North Star Resource Group
Four Under Forty
by Advisor Today
Edward Deutschlander
40 Under 40
by Minneapolis St. Paul Business Journal
Edward Deutschlander
(top)
Working with this individual or firm is not a guarantee of future financial results. Investors should conduct their own evaluation.
The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria: 1. Credentialed as an investment advisory representative (IAR) or a registered investment advisor; 2. Actively employed as a credentialed professional in the financial services industry for a minimum of five years; 3. Favorable regulatory and customer dispute history review*; 4. Fulfilled their firm review based on internal firm standards; 5. Accepting new clients; 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutionalized discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Educational and professional designations. Wealth managers do not pay a fee to be considered or awarded. Once awarded, wealth managers may opt to purchase additional profile ad space or related award promotional products. The award methodology does not evaluate the quality of services provided. The award is not indicative of the award winner’s future performance. During 2015 for the 2016 Qualifiers, 2,083 Twin Cities wealth managers were considered for the award; 854 (41 percent of candidates) were named Five Star Wealth Managers. During 2015 for the 2016 Qualifiers,811 Portland wealth managers were considered for the award; 223 (28% percent of candidates) were named Five Star Wealth Managers.
*To qualify as having a favorable regulatory and customer dispute history for this award, the person cannot have (1) been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine, (2) had more than a total of three customer disputes filed against them (settled or pending) with any regulatory authority or Five Star Professional’s consumer dispute process, (3) individually contributed to a financial settlement of a customer dispute filed with a regulatory authority, (4) filed for bankruptcy, or (5) been convicted of a felony.
Million Dollar Round Table (MDRT) is an independent membership organization of life insurance and financial service professionals. Membership levels are based on commissions, premiums, or fees generated within a year from investment and insurance products. Members must apply annually and pay a fee. Members must be members in good standing of a Professional Association which has met the following criteria: in existence at least 2 years, have 100 or more members, must be a nonprofit organization, must have a code of ethics and an effective means of dealing with breaches of its code. Members must also adhere to the MDRT Code of Ethics. Working with this advisor is not a guarantee of future financial results. Investors should conduct their own evaluation.
GAMA International is a membership organization for which individuals must submit applications and payment. The organization is geared toward those in a recruiting, training, or supervision role in the financial services industry. Awards are based primarily on -commissions, premiums, or fees generated from investment and insurance products and other criteria relative to leadership, achievement, and recruiting selected by the applicant. Individuals must be current with membership dues and submit an application fee for consideration. Working with this individual is not a guarantee of future financial results. Investors should conduct their own evaluation.
Awards and club membership are based primarily on commissions, premiums, or fees generated from investment and insurance products and other criteria relative to leadership, achievement, and recruiting. Working with this individual or firm is not a guarantee of future financial results. Investors should conduct their own evaluation. The Millennial Award is based primarily on criteria relative to leadership, achievement, and recruiting selected by the applicant. Individuals must be current with membership dues and submit an application fee for consideration. Working with this firm and this individual is not a guarantee of future financial results. Investors should conduct their own evaluation. In order to be granted some of these awards, individuals must be in good standing with the organization in terms of their applications and payments.