North Star Advisory Group

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Our team is experienced, trustworthy and enthusiastic in providing a high level of professional service to our clients. These individuals work as a team to provide the primary, day-to-day service and advice needed in today’s complex financial markets.

CEO, INVESTMENT ADVISOR REPRESENTATIVE

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Mark's Bio ›

FINANCIAL ADVISOR & ATTORNEY

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Erik's Bio ›

CLIENT SERVICE MANAGER

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Amanda's Bio ›

FINANCIAL PARAPLANNER QUALIFIED PROFESSIONAL™

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Lisa's Bio ›

Caroline Kangas

COMMUNICATION CONSULTANT

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Form ADV is the uniform form used by investment advisers to register with both the Securities and Exchange Commission (SEC) and state securities authorities. ›

SEC & State - Investment Advisor Search

Overview of a professional's background and conduct

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FINRA - Broker Check

North Star Employees are not currently registered with a broker dealer.

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Reference Links

Retirement Plans

Qualified Retirement (PDF)

Health & Wellness Benefits

Individual & Family Medical

Dental Insurance

Vision Insurance

Prescription Benefits

Health Savings Account

Income Protection

Critical Illness Insurance

Accident Insurance

Short Term Medical

Medicare Supplement

Life & Long Term Care

Life Insurance Basics

Family Coverage Review

Financial Services

Asset Allocation

Estate Planning

Financial Planning

Retirement Planning

College Planning

Cash Management

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