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About us

Dedicated to you and your goals

There comes a time in life when you want more from your money.

Our team helps families and individuals organize their financial lives using our AdviceLink® financial planning process. We integrate money decisions with core values, so you know your financial resources and time are aligned in the areas most important to you. The results are transformative, reducing worry and increasing confidence.

Our team

Brad North, CFP<sup>&#174;</sup>

Brad North, CFP®

Founder and Private Wealth Advisor

brad.north@northstarfinancial.com

612.617.6000

Brad's bio
Logan Gacke,&#160;CFP<sup>&#174;</sup>

Logan Gacke, CFP®

Private Wealth Advisor

logan.gacke@northstarfinancial.com

612.617.7017

Logan's bio
KC Aswegan

KC Aswegan

Operations Coordinator

 Registered Professional

kc.aswegan@northstarfinancial.com

612.617.6189

KC's bio
Alexis Lutterman

Alexis Lutterman

Practice Coordinator

alexis.lutterman@northstarfinancial.com

612.617.6077

Alexis's bio

Through our relationship with North Star Resource Group and Cetera Wealth Services, we offer access to additional services and specialist teams.

Financial Planning

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Investments

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Tax

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Insurance

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Supporting AdviceLink® Financial Advisors


North Star's independent ownership means that you can feel confident you’re selecting from a range of products with solutions that align to your goals.

About North Star




Cetera Wealth Services, LLC operates as our firm’s broker-dealer. They buy and sell securities, process client business and provide other services to the firm and financial advisors.

About Cetera


BNY Mellon’s Pershing, a third-party custodian, holds your assets and works behind the scenes to manage, clear and settle trades. You may receive
statements, trade confirmations and other notices that carry the BNY Mellon | Pershing name.

About BNY/Pershing
How we work

How we work

AdviceLink® is what we call our personalized financial planning process providing comprehensive, collaborative, and compassionate financial advice.

Our core values

We advise our clients to make decisions in alignment with their core values. We build and maintain lifelong relationships built on respect, integrity, and partnership. We are committed to achieving optimal results by making a positive difference every day.

Organization

An organized financial plan transforms all areas of your life.


Leadership

We help you focus on making the most of your financial life.

Education

We simplify complexity, enhance decision making, and improve results.


Accountability

We help you prioritize and live true to your values.



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Cetera Wealth Services, LLC exclusively provides investment products and services through its representatives. Although Cetera does not provide tax or legal advice, or supervise tax, accounting or legal services, Cetera representatives may offer these services through their independent outside business. This information is not intended as tax or legal advice.

Our services

We deliver comprehensive financial planning and advice through a unique, integrated process.

Explore Services

Contact us

Contact AdviceLink® today to begin your joyful financial journey with our supportive framework.

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