About Us

Tom Starkey CFP®, ChFC, CLU

Certified Financial Planner
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.

 

Securities and investment advisory services offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. 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 and, in Utah, Equitable Network Insurance Agency of Utah, LLC. 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.

Equitable Advisors is the brand name of AXA Advisors, LLC (Member FINRA, SIPC)

Securities offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Investment advisory products and services offered through AXA Advisors, LLC, an investment advisor registered with the SEC. 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.

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

Equitable Holdings, Inc. is a publicly traded corporation, and its subsidiaries are currently using trademarks including the "AXA" name, AXA logo and associated trademarks of AXA SA under license.

Link to equitable.com

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