Michael D. Rutter, Cfp ® Email and Phone Number
Michael D. Rutter, Cfp ® work email
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Michael D. Rutter, Cfp ® personal email
Michael D. Rutter, Cfp ® phone numbers
Mike is a wealth manager, a financial planning specialist and partner with The Vitality Group based in Minneapolis, MN. Mike has operated a financial services practice since 2007 with access to the companies that offer various products, services and specialists through North Star Resource Group. Mike’s practice supports and assists dental and medical professionals, small business owners, attorneys and family households across the country in achieving personal financial success and independence.Mike’s goal is to help his clients make high quality decisions about how to allocate their financial resources. This is accomplished by helping them to define their financial goals and objectives both quantitatively and qualitatively. Most importantly, Mike assists his clients in finding the equal balance between maintaining a certain quality of life today, and positioning them to be able to preserve that standard of living throughout future life events. Mike offers comprehensive, independent fee-based financial planning services, as well as access to a wide range of comprehensive financial products, solutions and services.Professionals who choose to work with Mike can expect a commitment to helping them achieve their goals, dreams and aspirations. This is done through a comprehensive financial planning approach, which help his clients stay engaged, become accountable, execute their plan, take action and implement their strategies.Mike provides expertise in the following areas:• Comprehensive, independent fee-based financial planning• Tax Minimization*• Portfolio Design, Asset Allocation• Wealth Management and Preservation• Retirement Preparation and Distribution• College Funding• Risk Management and Own Occupation Disability Insurance• Selecting and Implementing Qualified Plans for Practices and Business Owners*Cetera Advisor Networks 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.
North Star Resource Group
View- Website:
- northstarfinancial.com
- Employees:
- 391
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Financial Planning SpecialistNorth Star Resource GroupMinneapolis, Mn, Us -
Partner And Senior Financial AdvisorThe Vitality Group Jan 2014 - PresentMinneapolis, UsThe partners at Vitality Group have more than 20+ years of combined experience. The Vitality Group was formed to provide a more client centric, independent fee-based financial planning driven organization. The Vitality Group is partnered with North Star Resource Group and its affiliated companies. It provides clients access to an umbrella of financial resources.Investment advisor representative of Cetera Advisor Networks, LLC. Securities offered through Cetera Advisor Networks LLC, 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. 2701 University Avenue SEMinneapolis, MN 55414612-617-6000 -
Wealth Management AdvisorNorth Star Resource Group May 2007 - PresentMinneapolis, Mn, UsAs a wealth management advisor, Mike uses a consultative approach to provide clients with data, insight, knowledge and experience to assist them in making informed and educated decisions. Mike helps his clients with developing an investment policy and philosophy based on their risk tolerance, time horizon and overall investment objective and continues his assistance with ongoing evaluation and monitoring. -
Financial Planning SpecialistNorth Star Resource Group May 2007 - PresentMinneapolis, Mn, UsMike helps his clients in clarifying and setting financial and personal goals, while developing a comprehensive fee-based plan to help them pursue those goals by addressing financial weaknesses and building on financial strengths. This process is completed by:- Establishing a Relationship- Establish Your Goals and Gather Information- Analyze and Evaluate Your Financial Status- Develop and Present Financial Planning Recommendations- Implement Financial Planning Recommendations- Monitor and Adjust your Plan -
Financial AdvisorNorth Star Resource Group May 2007 - PresentMinneapolis, Mn, UsSeparate from financial plan and our role as financial planner, we may recommend the purchase of specific investment or insurance products or accounts. These product recommendations are not part of the financial plan and you are under no obligation to follow them. -
Account ExecutiveGreenpoint Mortgage Nov 2005 - May 2007Us -
Computer AnalystHormel Foods Jul 2003 - Oct 2005Austin, Mn, Us
Michael D. Rutter, Cfp ® Skills
Michael D. Rutter, Cfp ® Education Details
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Saint John'S UniversityComputer Science And Economics
Frequently Asked Questions about Michael D. Rutter, Cfp ®
What company does Michael D. Rutter, Cfp ® work for?
Michael D. Rutter, Cfp ® works for North Star Resource Group
What is Michael D. Rutter, Cfp ®'s role at the current company?
Michael D. Rutter, Cfp ®'s current role is Financial Planning Specialist.
What is Michael D. Rutter, Cfp ®'s email address?
Michael D. Rutter, Cfp ®'s email address is mi****@****ial.com
What is Michael D. Rutter, Cfp ®'s direct phone number?
Michael D. Rutter, Cfp ®'s direct phone number is +161261*****
What schools did Michael D. Rutter, Cfp ® attend?
Michael D. Rutter, Cfp ® attended Saint John's University.
What are some of Michael D. Rutter, Cfp ®'s interests?
Michael D. Rutter, Cfp ® has interest in Economic Empowerment.
What skills is Michael D. Rutter, Cfp ® known for?
Michael D. Rutter, Cfp ® has skills like Account Management, Microsoft Excel, Time Management, Insurance, Sales, Marketing, Customer Service, Financial Analysis, Banking, Financial Services, Leadership, Risk Management.
Who are Michael D. Rutter, Cfp ®'s colleagues?
Michael D. Rutter, Cfp ®'s colleagues are Clark Oetting, Sam Stephens, Nick Johannes, Annie Book, Chris Abbott, Steve Adams, Gabriel Less.
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