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Tom Starkey, CFP®, ChFC, CLU

Tom Starkey, CFP®, ChFC, CLU

Managing Partner

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.

 


Securities offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA 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.

is not owned or operated by AXA Advisors, LLC or its affiliates.

Phone 651-389-4130
Fax 651-389-4131
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck