Moxie Wealth Management

Moxie Wealth Management was founded in 2015 by Joe Burgess and Kristin Brandli Printon in an effort to brand a practice based around their unique goals-based approach. Prior to 2015, both were managing practices under the North Star Resource Group banner. Moxie combines their acumen with the breadth of solutions and resources available from one of the nation’s largest independent financial services firms. Together this creates a truly formidable combination.

PREVIOUS SPEAKING ENGAGEMENTS (see Law Division and ABE volunteer sections for more events):
• "Women & Finance: Aligning Your Values and Goals to Make Your Money Work Harder For You"​
- Hosted By: Women's 29% Club of the City of Minneapolis

Registered representatives offering securities through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC, CA Insurance Lic # 0644976), member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity. North Star Resource Group is independently owned and operated. Moxie Wealth Management is affiliated with North Star Resource Group. 2701 University Ave SE, Minneapolis, MN 55414 Registered Branch Phone #: 612-617-6000

Co-Founder & Vice President

North Star Resource Group

I'm always looking for unique speaking engagements (either locally or nationally) - if you are seeking a financial professional for your next meeting, connect with me to talk more!

PREVIOUS SPEAKING ENGAGEMENTS:
• "How to Balance Competing Goals: Paying Down Debt vs. Saving for the Future"​
    - Hosted By: Chicago Bar - Young Lawyer Section

•  "Six Steps Towards Building Your Financial House"​
    - Hosted By: Chicago Bar - Young Lawyer Section

• "Building Your Financial Future: Creating (and Sticking to) Long-Term Goals"​
    - Hosted By: Chicago Bar - Young Lawyer Section

• "Real Life Financial Planning for Lawyers"​
    - Hosted By: Alabama Bar Association

*See "American Bar Endowment"​ under "Volunteer" for more speaking engagements.

Co-Founder of the North Star Law Division

North Star Resource Group has origins tracing back to 1908 in downtown St. Paul.  North Star offers a wide variety of specialty services and solutions across the financial needs spectrum. For a comprehensive review of your personal situation, always consult your legal advisor. Neither Cetera Advisor Networks LLC, nor any of its representatives may give legal advice.

Independent Financial Consultant

UBS Financial Services Inc

Client Service Associate

As a co-founder of Moxie Wealth Management, mentor, volunteer, and parent of 2 kids, I understand how managing your money continues to get postponed because you keep second-guessing yourself.

You’re ready for a tailored financial plan that tells you EXACTLY where your money should be going so you can have peace of mind knowing your money is finally working as hard as you do.

You’ve got at least $250,000 in investable assets, and now it’s about knowing how to use it to meet your financial goals.

I help 1st generation-wealth builders get a comprehensive, financial plan that’s tailored to them (not some cookie-cutter approach), after only 90-minutes of meeting time. This not only shows where you’re at, and also exactly how to get to where you want to be!

After presenting your plan, we help you implement and guide you to make informed decisions with more confidence and clarity. And this doesn’t mean you’re not smart enough to manage your finances; it means you’re smart enough to realize that you shouldn’t do it alone. 

❓WHAT I OFFER❓

📌Values-Based Financial Advice:
Translation = Fiduciary guidance and reassurance that every piece of your financial situation is organized and aligned with your values and unique goals

📌Investment Advisory Services:
Translation = Explaining and managing different account types and investment platforms; Helping you clarify your retirement and college savings goals, and providing tailored recommendations to meet your goals

📌Insurance Programs/Risk Management:
Translation = Protecting your family, your income, and your future wealth

❓WHO AM I OUTSIDE OF WORK❓

When I'm not at work, you can find me with my husband and our 2 kids. 👨‍👩‍👧‍👦 We get outside as much as possible, whether biking, hiking, or going to the park. I love comedy shows and am a bit of Peloton fanatic. I’m also a wannabe foodie - my two-tier chocolate cake 🎂 and apple pie 🥧 are both family favorites!

If you're interested in learning more, please connect!
✉️Kristin@moxiewealth.com
📞612.617.6024
#kristinspiration
Scheduling link for a 30-minute Teams meeting: https://outlook.office365.com/owa/calendar/KristinPrintonAmandaCharlesCopy@securianlink.onmicrosoft.com/bookings/s/Exo4kIXISEiyoMctfh3LSw2

taplio

Kristin Brandli Printon, WMCP®, AIF®'s Linkedin Analytics

Kristin Brandli Printon, WMCP®, AIF®

Performance Score

Ready to grow your LinkedIn presence?

taplio

.css-6ytdur{background-image:linear-gradient(284deg, rgba(39, 43, 72, 1) 0%, rgba(33, 47, 183, 1) 100%);color:transparent;-webkit-background-clip:text;background-clip:text;}Kristin Brandli Printon, WMCP®, AIF®'s Linkedin Analytics

Kristin Brandli Printon, WMCP®, AIF®

Performance Score

Ready to grow your LinkedIn presence?

Kristin Brandli Printon, WMCP®, AIF®'s Linkedin Analytics