North Star Resource Group

Are you considering transitioning your financial practice? As an advisor, you deserve to continue your path of growth by partnering with a firm that aligns with your goals. You deserve to affiliate with a firm committed to providing you with the tools and support you need to help your clients navigate their financial journey. See how North Star’s financial advisor transition process is different: https://lnkd.in/gAd-E3CM. #financialadvisor #transitionyourpractice #joinourfirm

Mary Claire Wente, Supervisor of Client and Customer Services, was recently honored at the 2024 TeamWomen WaveMaker Awards! She received recognition as a Community Impact award honoree for her longstanding work with BestPrep, Jeremiah Program, and No Kid Hungry. While accepting her award, Mary Claire shared advice for getting involved in your community, “Find your people. Find the people and organizations who share your values. Once you find those people, tell them the gifts you have to offer. We all have gifts and talents that impact others. Is it a gift of time? A gift of resources? A gift of education—do you have something you can teach someone? A gift of money? Or a gift of mentoring? Once you have identified your people, and shared your gifts, there is no reason for them to turn you down—now, you can impact your community!” Congratulations on receiving this recognition, Mary Claire! North Star commends you on your commitment to giving back. #teamwomen #wavemakerawards #communityimpact __ WaveMaker Awards 2024 Community Impact Honoree issued by TeamWomen. COMMUNITY IMPACT HONOREES: Recognizes women who make giving back to the community and/or youth a top priority in ways that promote the development of others, either through their work or through volunteer efforts. 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.

Did you hear? North Star is hiring financial advisors at our offices across the nation! Whether you are looking to start your financial practice or are a seasoned practitioner, we have a place for you. We leverage our 100+ years in the industry and provide the tools and resources to help our advisors build life-changing client relationships. Explore our openings at https://lnkd.in/gC5TmMhd. #joinourteam #financialadvisor #changinglivesforever

Today marks the start of National Retirement Security Week! This week was established to help spread awareness about the importance of diligent retirement saving. With 55% of Americans worrying about achieving their goals in retirement (Forbes, 2024), the need for retirement-saving education is vital. You are critical to reducing this figure. The work you do is crucial to helping clients be financially informed and independent, and together, you can help set them up for success—now and in the future. #nationalretirementsecurityweek #financialadvisor #changinglivesforever

90% of advisors hesitate to make the leap to independence because they fear losing clients during the transition. This is why North Star is proud to partner with the award-winning Accesslink platform for seamless advisor transitions. Why do advisors choose Accesslink? ✔️ Digital Workflows: Less paperwork, more time—streamlined technology keeps you focused on clients. ✔️ Simple Account Opening: AdviceWorks® makes onboarding quick, reduces errors, and provides clients with a digital portal for easy access. ✔️ Data Preparedness: Partnerships that simplify data transfer, giving you a head start. ✔️ Ongoing Support: Accesslink experience managers provide guidance until onboarding is complete—and beyond. Transitioning firms is a big step, but you don't have to do it alone. Visit our website to learn more and connect with our team: https://lnkd.in/gi8nHe_5 #independentadvisor #northstarstrong

Who doesn’t love pickleball? Even better—pickleball for a CURE! Each year, Stop Alzheimer's Now hosts their Colorado UPA State Championship Pickleball Tournament in Steamboat Springs! This year, the event raised nearly $65,000 to benefit Alzheimer's research and featured almost 200 players. Our Senior Vice President, Shaun McDuffee, and his wife founded Stop Alzheimer’s Now in 2013, and they have raised nearly $850,000 to support global Alzheimer’s research and awareness initiatives. Join us in celebrating these incredible efforts and the power of community! Together, we’re making strides toward a future without Alzheimer’s—one point, one game, and one cause at a time. 🏓💜 #stopalzheimersnow #stopalznow #changinglivesforever __ The charitable entities and/or fundraising opportunities described herein are not endorsed by, or affiliated with Cetera Advisor Networks LLC or its affiliates. Our philanthropic interests are personal to us and are not reviewed, sponsored, or approved by Cetera Advisor Networks LLC.

“We are in the habit-formation and behavior-modification business.” – Nick Murray This statement perfectly sums up what we exist to do. We exist to help our clients build positive financial habits and behaviors that help them along their financial journey. And we exist to help them realize their biggest financial dreams yet. What strategies do you employ to help your clients change their financial habits for the better? #motivation #wisdom #financialadvisor

We’re honored and grateful to Securian Financial for hosting our management team at a recent Minnesota Twins baseball game! At North Star, promoting a connected work culture is vital to what we do. Through offsite culture-building activities to onsite initiatives directed at making our members feel closer to one another, our goal is to foster a healthy work environment in which all feel welcome. Interested in becoming a financial advisor with us? Check out our openings at offices around the nation! 👉 https://lnkd.in/ehMsvjce #officeouting #culture #joinourteam

North Star is proud to share that vice president of business owner solutions, Chase Brakke, CEPA®, was recently recognized by the Invest in Others Charitable Foundation for his volunteer work with BestPrep!   Chase received $2,000 for BestPrep, as an honorable mention for the Volunteer of the Year award. Chase is a long-time supporter of BestPrep, serving as a professional mentor and classroom speaker, participating in several BestPrep committees and as a member of the Board of Directors, and recruiting North Star advisors and team members to volunteer with BestPrep.   “The work that BestPrep does is so important because the world is only getting more complicated, and helping Minnesota kids get a head start on their financial journey by learning from professionals who do this every day is a major step in the right direction,” Chase stated.   Please join us in congratulating Chase for this honor! 👏   https://lnkd.in/gfbP2P3Z   #investinothers #volunteeroftheyear #bestprep #changinglivesforever   __ 2024 Volunteer of the Year Award Honorable Mention Issued by Invest in Others. Nominees must be currently working as registered representatives, registered investment advisors, or financial advisors with a professional designation. Nominees must be active financial advisors, defined by spending at least 75% of their time providing financial consultation with clients. Nominees must have worked in this capacity for at least three years. Volunteer involvement with the nonprofit organization must be current and ongoing for at least three years. Nominations are evaluated based on an advisor's leadership, dedication, contribution, inspiration and impact on a nonprofit and the community it serves. Three finalists are selected in each of the six categories with one winner being chosen for each award. Award finalists and winners receive generous donations from Invest in Others to their designated charities. 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.

Financial advisors Alan Kennedy and Angela Ambrose, CFP®, AFC®, RICP® from our Durham office recently hosted a booth at the Children with Disabilities Resource Fair! This event assisted families in the community who have children with special needs in finding the resources and assistance available to them in the area. Giving back is one of the cornerstones of what we do. From donating 10% of our annual profits to charity to expanding financial literacy in communities across the nation, our goal is to touch as many lives as we can and create true generational change. To see all the ways North Star gives back, go to https://lnkd.in/eaUWabQ7 #givingback #changinglivesforever #northstarstrong