Moxie Wealth Management
www.moxiewealthmanagement.comMoxie Wealth Management was founded in 2015 by Joseph Burgess and Kristin Brandli Printon in an effort to brand a practice based on their unique goals-based approach. Prior to 2015, both were managing practices under the North Star Resource Group banner. Joe and Kristin share a passion for providing client solutions and have found that their formal partnership through Moxie Wealth Management elevates the combined practice. While they both still retain their affiliation with North Star Resource Group, the new team structure allows them greater flexibility and has increased the depth and breadth of solutions they deliver. Despite commonality in approach and client focus, each has different specialties in regard to his or her focus and service structure. Client need determines if a given engagement requires a consultation with Joe, Kristin or a collaborative approach. Regardless of who is managing your client experience, the Moxie model is focused on aligning your finances in support of your goals for the future. For a full list of our products and services, please visit our website at moxiewealthmanagement.com. While we occasionally post company news or updates on this page, for the most up-to-date insights and advice, please follow our advisors personal LinkedIn Pages. Securities and investment advisory services are offered through Securian Financial Services, Inc. Member FINRA/SIPC. Moxie Wealth Management is affiliated with North Star Resource Group. North Star Resource Group is independently owned and operated. Registered representatives and investment advisor representatives of Securian Financial Services, Inc. 2701 University Avenue SE, Minneapolis, MN 55414.
Read moreMoxie Wealth Management was founded in 2015 by Joseph Burgess and Kristin Brandli Printon in an effort to brand a practice based on their unique goals-based approach. Prior to 2015, both were managing practices under the North Star Resource Group banner. Joe and Kristin share a passion for providing client solutions and have found that their formal partnership through Moxie Wealth Management elevates the combined practice. While they both still retain their affiliation with North Star Resource Group, the new team structure allows them greater flexibility and has increased the depth and breadth of solutions they deliver. Despite commonality in approach and client focus, each has different specialties in regard to his or her focus and service structure. Client need determines if a given engagement requires a consultation with Joe, Kristin or a collaborative approach. Regardless of who is managing your client experience, the Moxie model is focused on aligning your finances in support of your goals for the future. For a full list of our products and services, please visit our website at moxiewealthmanagement.com. While we occasionally post company news or updates on this page, for the most up-to-date insights and advice, please follow our advisors personal LinkedIn Pages. Securities and investment advisory services are offered through Securian Financial Services, Inc. Member FINRA/SIPC. Moxie Wealth Management is affiliated with North Star Resource Group. North Star Resource Group is independently owned and operated. Registered representatives and investment advisor representatives of Securian Financial Services, Inc. 2701 University Avenue SE, Minneapolis, MN 55414.
Read moreCountry
State
Minnesota
City (Headquarters)
Minneapolis
Employees
1-10
Founded
2015
Social
Employees statistics
View all employeesPotential Decision Makers
Co - Founder and President at Moxie Wealth Management
Email ****** @****.comPhone (***) ****-****Financial Advisor
Email ****** @****.comPhone (***) ****-****Practice Coordinator
Email ****** @****.comPhone (***) ****-****Podcast Show Host ( the Ascent Podcast )
Email ****** @****.comPhone (***) ****-****
Technologies
(18)