About Us

Tom Starkey CERTIFIED FINANCIAL PLANNER™ professional , ChFC, CLU

CERTIFIED FINANCIAL PLANNER™ professional
Phone: 651-389-4130
Fax: 651-389-4131

As a dedicated professional, I meet one-on-one with each client and mutually determine their financial goals and investment objectives.  Understanding that every client’s needs are unique, I create financial plans and recommendations that are customized for each client based on their individual needs.  

My areas of expertise are Retirement Planning (401k, IRA, pension plans, investment accounts), Risk Management (life insurance, annuities, long term care), Estate Planning, and Business Succession (buy/sells, deferred compensation, executive benefits).

Striving to achieve the highest educational and ethical standards, I have completed the curriculum and passed the exams for the following designations and licenses:

CERTIFIED FINANCIAL PLANNER™ professional (CFP®)

Chartered Financial Consultant (ChFC)

Chartered Life Underwriter (CLU)

FINRA Series 7

FINRA Series 66

FINRA Series 24

Life/Health Insurance

Bachelor’s Degree - Business Management

U.S. Air Force Academy, Colorado Springs, CO

I reside in Maple Grove, MN with my wife and 3 boys.  While attending the U.S. Air Force Academy, I played for their NCAA Division I hockey team.  As an avid sports fan, I am still active in both hockey and golf.

CFP® and CERTIFIED FINANCIAL PLANNERTM are certification marks owned by the Certified Financial Planner Board of Standards, Inc.  These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.

 

 

Securities and investment advisory services offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Securities offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC registered investment advisor.

Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, and in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors regarding your particular circumstances. Individuals may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Equitable Advisors, LLC is an Equal Opportunity Employer M/F/D/V

For more information about Equitable Advisors, LLC you may visit equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure. Equitable Advisors and Equitable Network are brand names for Equitable Advisors, LLC and Equitable Network, LLC, respectively.

Link to equitable.com

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