What makes North Star's Medical Division unique?

The North Star Medical Division brings together experienced financial planning professionals who devote their time and expertise to working primarily with physicians and medical/dental professionals. The opportunity for clients to work with experts specializing in their field has significant value because of the unique planning needs faced by physicians and medical/dental professionals that differ from other vocations.

Physicians and medical/dental professionals may be concerned with:

  • Excessive student and personal loan balances in the beginning of their careers
  • Limitations on the time available to devote to financial matters
  • Building wealth
  • Establishing or joining a professional practice
  • Protecting income and families
  • Higher potential for professional and personal risk liability to personal and business assets
  • Complex tax planning issues and higher than average tax liability

Our team of advisors assists our clients in providing solutions to these types of issues everyday. Our clients benefit from a higher level of expertise when the knowledge of all the team division members is combined. Through our National "think tank" study groups, advisors share ideas and address the many challenges medical professionals face. Additionally, the professional networks established nationwide create a value added service as advisors in other fields (i.e., tax, law, etc.), work with the division as part of the team to assist clients with achieving their financial freedom in the most comprehensive manner possible.

Our Background

The North Star Medical Division was established in 2003 in an effort to satisfy the unique and complex needs of physicians and medical/dental professionals. The goal was to develop a teamwork approach among our financial advisors who were working primarily with physicians and medical/dental professionals. This team approach enhances the knowledge and expertise of each advisor in the North Star Medical Division, which in turn offers our clients in the medical field customized solutions to achieving their financial goals and objectives.

In addition to offering financial planning through CRI Securities, LLC and Securian Financial Services, Inc., Registered Investment Advisors, these advisors also provide insurance through North Star Consultants, Inc. and securities and investments through CRI Securities, LLC and Securian Financial Services, Inc., Members NASD/SIPC.

North Star Resource Group

North Star Consultants, Inc. - Insurance Products & Services

CRI Securities, LLC - Securities & Investments

Securian Financial Services, Inc. - Variable Products & Securities

Affiliated with the Securian Financial Network

North Star Resource Group offers securities and investment advisory services through CRI Securities, LLC and Securian Financial Services, Inc., Members NASD/SIPC. 2701 University Ave. S.E., Minneapolis, MN 55414, 612-617-6000. CRI Securities, LLC is affiliated with Securian Financial Services, Inc.