North Star Resource Group

North Star Resource Group At North Star, we are committed to uncovering the specific needs of our clients in order to help them start and stay the path toward financial security.

North Star specializes in providing customized financial services to corporate executives, professionals, retired individuals, business owners, physicians and medical professionals, and affluent individuals and families. Each client has unique personal and business financial concerns, which are addressed with creative and sound strategies.

___

Securities offered through Cetera Wealth Services L

LC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity. Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

Tomorrow’s the day! 🤯From 1:00 PM to 1:45 PM CT, tune into our next Retirement Readiness webinar, “Passing the Torch: Un...
06/01/2026

Tomorrow’s the day! 🤯

From 1:00 PM to 1:45 PM CT, tune into our next Retirement Readiness webinar, “Passing the Torch: Understanding Wealth Transfers Through Trusts & Gifts,” with guest speaker Amy Bryant, JD, CLU®, director of advanced sales with The Penn Mutual Life Insurance Company.

Don’t miss your chance to join us!

https://us06web.zoom.us/webinar/register/WN_BU6HWDXFRfGQMbJ9aL365Q #/registration

We’re excited to share that Stop Alzheimer's Now (SAN) has awarded two $100,000 research grants to research teams led by...
05/29/2026

We’re excited to share that Stop Alzheimer's Now (SAN) has awarded two $100,000 research grants to research teams led by Domenico Praticò at Temple University and Benjamin Deneen at Baylor College of Medicine!

These grants will directly fund innovative, cure-focused research initiatives to better understand and eliminate Alzheimer’s disease.

SAN was founded in 2013 by Shaun McDuffee, a North Star senior vice president. Shaun and his wife, Kristin, founded SAN to advance Alzheimer’s research and awareness objectives—an effort that has generated over $1 million in funding to date.

We appreciate SAN’s commitment to supporting families affected by this condition, and its drive to advance crucial research is unwavering!

’sDisease

__
The charitable entities and/or fundraising opportunities described herein are not endorsed by, or affiliated with Cetera Wealth Services, LLC or its affiliates. Our philanthropic interests are personal to us and are not reviewed, sponsored, or approved by Cetera Wealth Services, LLC. Shaun McDuffee is a registered representative offering Securities through Cetera Wealth Services, LLC, member FINRA/SIPC.

We had the absolute pleasure of attending BestPrep’s annual luncheon event in Minneapolis, featuring guest speaker Micha...
05/28/2026

We had the absolute pleasure of attending BestPrep’s annual luncheon event in Minneapolis, featuring guest speaker Michael Jordan of UNRL!

This annual event recognizes the hard work of students, teachers, and volunteers in BestPrep’s network. We’ve proudly partnered with BestPrep since 2009, and we resonate with their mission to enhance career and financial literacy skills in up-and-coming business leaders.

As an added bonus, our own Amanda Charles, CSLP®, AIF®, financial advisor at Moxie Wealth Management, received recognition for her status as a BestPrep Service Award recipient for 2026. Congratulations once again, Amanda!

Thank you to BestPrep for hosting a wonderful event, and to all our volunteers for the time they dedicate to BestPrep programs. We appreciate you!


__
Service Award 2026 issued by BestPrep. Luncheon by BestPrep to recognize the students, teachers, and volunteers whose efforts have been outstanding during the year. 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 any 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.

Today is Memorial Day, where we honor the lives of those who gave the ultimate sacrifice to guarantee our freedom, prote...
05/25/2026

Today is Memorial Day, where we honor the lives of those who gave the ultimate sacrifice to guarantee our freedom, protection, and way of life.

We take this day as an important reminder of the selflessness of our brave men and women and to show our sincerest appreciation for their actions.

To all our nation’s fallen heroes and their families, thank you for your courage.

June is just a few weeks away!That means barbecues, time on the lake, and many other activities that mark the return of ...
05/22/2026

June is just a few weeks away!

That means barbecues, time on the lake, and many other activities that mark the return of summer.

Oh, and the next installment of our Retirement Readiness webinar series. 💻 Join us on June 2nd from 1:00 PM – 1:45 PM CT for “Passing the Torch: Understanding Wealth Transfers Through Trusts & Gifts!”

This program will focus on how trusts and strategic gifting can help protect one’s legacy and maximize tax benefits in estate planning, and feature guest speaker Amy Bryant, JD, CLU®, director of advanced sales with The Penn Mutual Life Insurance Company.

Don’t wait! Registration is open. https://us06web.zoom.us/webinar/register/WN_BU6HWDXFRfGQMbJ9aL365Q #/registration



__
Amy Bryant is not affiliated or registered with Cetera Wealth Services LLC. Any information provided by Amy Bryant is in no way related to Cetera Wealth Services LLC or its registered representatives.

Raise your hand if you want another photo for . 🙋Great! Pictured here is North Star Senior Partner and financial advi...
05/21/2026

Raise your hand if you want another photo for . 🙋

Great! Pictured here is North Star Senior Partner and financial advisor, Joe Fox, CLU®, ChFC®, CLTC®, alongside a group of volunteers for the 2008 Bikes for Kids event. Led by Joe, this annual holiday event provides bikes and helmets to children of deployed military families, and has long been conducted in partnership with the United Heroes League.

Thanks for joining us on this trip down memory lane!

Recently, our Events Planning Committee hosted a BBQ potluck in our Minneapolis office!This served as a perfect opportun...
05/18/2026

Recently, our Events Planning Committee hosted a BBQ potluck in our Minneapolis office!

This served as a perfect opportunity for our advisors and team members to connect, and a fun introduction to a summer nearly upon us.

We’ll see you all at the next one!

We’re proud to share some exciting news with you! Max Gifford, financial advisor at Gifford Financial, has been named an...
05/15/2026

We’re proud to share some exciting news with you!

Max Gifford, financial advisor at Gifford Financial, has been named an Excellence Awardee for the Osaic Inc. Award for NextGen Advisor of the Year from InvestmentNews!

This award recognizes top-performing financial advisors in their first three years in the profession. Max received this honor based on his innovative financial planning process and industry excellence—all early within his financial advising career.

“I am excited to see what the future holds,” stated Max. “I look forward to continuing to grow relationships with current clients and supporting future ones as well. Many of my clients have also become friends, and I always look forward to spending time with them.”

Congratulations on this outstanding achievement, Max! And congratulations to the entire team at Gifford Financial—the future has never been brighter for you.



__
Osaic Inc. Award for NextGen Advisor of the Finalist – 2026 issued by InvestmentNews. The InvestmentNews Awards follow a structured, multi-stage process beginning with an open nomination period in which eligible professionals and firms submit entries at no cost. Submissions are then supplemented by independent research conducted by the awards team to ensure comprehensive consideration of qualified candidates. From this combined pool, “Excellence Awardees” (finalists) (except the Lifetime Achievement category) are selected and invited to provide detailed submissions addressing category-specific criteria, which remain confidential and are shared only with judges, until finalists are officially announced. These materials are evaluated by an independent panel of industry leaders (judges) who assess and score entries based on defined criteria, with safeguards such as conflict-of-interest recusals to ensure impartiality. Winners are determined using an aggregated points-based system and are formally announced at the awards ceremony and through InvestmentNews channels. 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.

Recently, our women financial advisors and team members gathered for our WISE (Women Inspiring and Supporting Excellence...
05/13/2026

Recently, our women financial advisors and team members gathered for our WISE (Women Inspiring and Supporting Excellence) event in Wayzata, MN!

This annual event focuses on networking, professional development, and empowerment for women in the financial services profession. Women are making big moves in the financial services sector, and this year’s event was a strong reminder of that.

To everyone who made this event possible, thank you! And thank you to our hardworking women who make what our firm does possible—you are appreciated. 💙

Today, we celebrate and give thanks to all the moms in the world. The power of motherhood cannot be overstated. Selfless...
05/10/2026

Today, we celebrate and give thanks to all the moms in the world.

The power of motherhood cannot be overstated. Selflessness, determination, and resourcefulness are some of the many traits these powerful people display, and we appreciate their commitment to supporting their families.

To all mothers, thank you for everything you do!

Address

Minneapolis, MN

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+16126176000

Website

Alerts

Be the first to know and let us send you an email when North Star Resource Group posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share

Category