About

The Tate/Setterlund team focuses on your goals and helping you use your resources effectively

Please contact us with any questions you might have

Andy Tate, Financial Advisor; Partner* CFP®, ChFC™ Andy Tate Photo After more than a decade in the business, Andy Tate has helped his clients improve their financial situation. He guides his clients toward their goals using that experience and the specialized training he has received:
  • CERTIFIED FINANCIAL PLANNER™
  • Chartered Financial Consultant™
  • Certified Divorce Financial Analyst®
  • Minneapolis/St. Paul Business Journal 2013 as a “Five Star Wealth Manager.”
  • Member of NAIFA
  • Top of the Table qualifier with MDRT

Email me: Andy.Tate@northstarfinancial.com

read more

Ben Setterlund, Financial Advisor; Partner* CFP®, CFS™ Ben Setterlund has more than a decade of experience as a financial advisor. A graduate of the University of St. Thomas in St. Paul, he is has also completed the following specialized programs:
 
  • CERTIFIED FINANCIAL PLANNER™
  • Chartered Funds Specialist™
  • Certified Divorce Financial Analyst®

Email me: Ben.Setterlund@northstarfinancial.com

read more

 

Scot Bolland, Financial Practice Coordinator Scot Bolland has coordinated the financial advisory practice for Andy and Ben since 2006. He is a graduate of St. Olaf College in Northfield, MN.

Email me: Scot.Bolland@northstarfinancial.com

 

Andy, Ben and Scot are registered representatives of CRI Securities, LLC (CRI) and Securian Financial Services, Inc (SFS). Andy and Ben are also investment advisors representatives of both CRI and SFS.

*North Star Resource Group

The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively employed as a credentialed professional in the financial services industry for a minimum of five years; 3. Favorable regulatory and complaint history review; 4. Fulfilled their firm review based on internal firm standards; 5. Accepting new clients; 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. Wealth managers do not pay a fee to be considered or awarded. Once awarded, wealth managers may opt to purchase additional profile ad space or related award promotional products. The award methodology does not evaluate the quality of services provided. The award is not indicative of the award winner's future performance. 2,151 Twin Cities area wealth managers were considered for the award; 863 (approximately 40 percent of the award candidates) were named Five Star Wealth Managers. This represents no more than 7 percent of the 17,500 financial services professionals in the Twin Cities area. To qualify as having a favorable regulatory and complaint history for this award, the person cannot have (1) been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine, (2) had more than a total of three customer complaints filed against them (settled or pending) with any regulatory authority or Five Star Professional's consumer complaint process, (3) individually contributed to a financial settlement of a customer complaint filed with a regulatory authority, (4) filed for bankruptcy, or (5) been convicted of a felony.

Million Dollar Round Table (MDRT) is an independent membership organization of life insurance and financial service professionals. Membership levels are based on commissions, premiums, or fees generated within a year from investment and insurance products. Members must apply annually and pay a fee. Members must be members in good standing of a Professional Association which has met the following criteria: in existence at least 2 years, have 100 or more members, must be a nonprofit organization, must have a code of ethics and an effective means of dealing with breaches of its code. Members must also adhere to the MDRT Code of Ethics. Working with this advisor is not a guarantee of future financial results. Investors should conduct their own evaluation.