Kyle Heller

Kyle Heller – Partner & Financial Advisor

A graduate from the University of Minnesota, Kyle began his career with North Star Resource Group, an affiliate of Hanzlik Financial Services, following college. In 2011, Kyle teamed up with Rich Hanzlik and has since been serving clients in the St. Croix Valley area.

Kyle builds his practice off the simple philosophy of “work to live, not live to work,” believing that his clients’ time is far too valuable to be spent worrying about finances.

Kyle has a passion for working with highly motivated individuals, families and businesses, helping them to understand their unique dreams, goals and life situations. Once these key components are identified, he works together with his clients to create a program which encompasses their unique financial goals and circumstances. In addition, he has developed his expertise in working with small- and medium-size businesses. Kyle thrives on providing the business community with the tools they need to be successful through the various stages from start-up to exiting and continuation programs.

If you are someone who isn’t satisfied with your current circumstances, Kyle can offer you a second opinion by reviewing your situation with a complimentary, no cost or obligation consultation. Click here for more.

Kyle and his wife reside in the St. Paul area. Kyle enjoys being outdoors, spending time with family and friends, recreational sports, and following his favorite sports teams.

Additional information about individuals registered with FINRA can be found on FINRA’S BROKERCHECK

  • Areas of Expertise

    Comprehensive fee-based financial planning
    Protection strategies
    Retirement strategies
    Business transition and executive compensation

  • Qualifications

    University of Minnesota – Twin Cities graduate
    Series 7 and 66 Registered
    Registered Representative, CRI Securities, LLC and Securian Financial Services, Inc., Members FINRA/SIPC
    Investment Advisor Representative, CRI Securities, LLC and Securian Financial Services, Inc., Registered Investment Advisors
    Agent, North Star Consultants, Inc.
    Licensed Life and Health Insurance Agent
    Member, National Association of Insurance and Financial Advisors (NAIFA)
    Member of the Million Dollar Round Table (MDRT), the Premier Association of Financial Professionals®

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..